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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 | $5,151 | $72,027-92.8% | $185,861-97.2% | $79,856-93.5% |
| Participation rate | 81.9% | 65.8%+16.2pp | 78.0%+3.9pp | 69.6%+12.3pp |
| Annual return | 31.49% | 23.13%+8.4pp | 35.96%-4.5pp | 31.71%-0.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,637 | $3,780-30.2% | $5,634-53.2% | $3,741-29.5% |
| Admin fee / account holder | $773 | $4,513-82.9% | $9,503-91.9% | $5,306-85.4% |