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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 | $5,917 | $77,908-92.4% | $149,696-96.0% | $75,173-92.1% |
| Participation rate | 82.5% | 65.6%+16.9pp | 78.8%+3.7pp | 67.2%+15.3pp |
| Annual return | 23.69% | 31.73%-8.0pp | 134.46%-110.8pp | 160.72%-137.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,452 | $3,411+1.2% | $5,682-39.2% | $4,126-16.3% |
| Admin fee / account holder | $1,269 | $5,950-78.7% | $13,212-90.4% | $5,651-77.5% |