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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 | $5,074 | $102,245-95.0% | $89,340-94.3% | $137,256-96.3% |
| Participation rate | 95.8% | 74.9%+20.9pp | 69.6%+26.3pp | 80.0%+15.9pp |
| Annual return | 11.37% | 21.89%-10.5pp | 20.57%-9.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,155 | $4,436-28.9% | $3,823-17.5% | $6,407-50.8% |
| Admin fee / account holder | $2,894 | $8,085-64.2% | $6,704-56.8% | $12,270-76.4% |