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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,511 | $81,358-94.5% | $155,556-97.1% | $80,959-94.4% |
| Participation rate | 76.9% | 66.3%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 16.95% | 33.39%-16.4pp | 64.84%-47.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,026 | $3,455+16.5% | $5,631-28.5% | $4,300-6.4% |
| Admin fee / account holder | $544 | $7,994-93.2% | $15,885-96.6% | $6,925-92.1% |