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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 | $81,276-94.4% | $155,574-97.1% | $80,925-94.4% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 16.95% | 33.36%-16.4pp | 64.87%-47.9pp | 35.65%-18.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,026 | $3,453+16.6% | $5,629-28.5% | $4,299-6.3% |
| Admin fee / account holder | $544 | $7,993-93.2% | $15,914-96.6% | $6,940-92.2% |