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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 | $106,974-95.3% | $90,796-94.4% | $138,895-96.3% |
| Participation rate | 95.8% | 74.9%+21.0pp | 69.5%+26.3pp | 79.9%+15.9pp |
| Annual return | 11.37% | 20.10%-8.7pp | 19.29%-7.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,155 | $4,455-29.2% | $3,822-17.4% | $6,396-50.7% |
| Admin fee / account holder | $2,894 | $8,626-66.5% | $7,024-58.8% | $12,562-77.0% |