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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 | $5,284 | $124,425-95.8% | $112,040-95.3% | $137,256-96.2% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 15.49% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,502 | $5,718-56.2% | $5,098-50.9% | $6,407-60.9% |
| Admin fee / account holder | $1,631 | $15,207-89.3% | $12,098-86.5% | $12,270-86.7% |