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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 | $5,916 | $74,535-92.1% | $100,712-94.1% | $82,637-92.8% |
| Participation rate | 82.8% | 61.2%+21.6pp | 69.3%+13.5pp | 68.1%+14.7pp |
| Annual return | 48.57% | 18.92%+29.6pp | 33.27%+15.3pp | 53.51%-4.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,540 | $3,074-17.4% | $4,085-37.8% | $4,126-38.4% |
| Admin fee / account holder | $326 | $6,576-95.0% | $9,256-96.5% | $7,339-95.6% |