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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 | $136,860-96.1% | $120,344-95.6% | $154,746-96.6% |
| Participation rate | 77.8% | 79.9%-2.1pp | 76.7%+1.1pp | 80.7%-2.9pp |
| Annual return | 15.49% | 21.38%-5.9pp | 20.30%-4.8pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,502 | $5,793-56.8% | $5,135-51.3% | $6,730-62.8% |
| Admin fee / account holder | $1,631 | $15,393-89.4% | $12,742-87.2% | $14,365-88.6% |