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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 | $4,407 | $78,690-94.4% | $161,489-97.3% | $87,485-95.0% |
| Participation rate | 90.0% | 67.5%+22.5pp | 78.7%+11.3pp | 68.9%+21.1pp |
| Annual return | 17.74% | 32.74%-15.0pp | 89.72%-72.0pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,228 | $3,311-2.5% | $5,630-42.7% | $4,274-24.5% |
| Admin fee / account holder | $2,136 | $6,724-68.2% | $16,006-86.7% | $7,775-72.5% |