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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 | $73,787-92.0% | $98,716-94.0% | $82,448-92.8% |
| Participation rate | 82.8% | 61.4%+21.4pp | 69.3%+13.5pp | 68.1%+14.7pp |
| Annual return | 48.57% | 18.57%+30.0pp | 31.81%+16.8pp | 41.64%+6.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,540 | $3,081-17.6% | $4,048-37.2% | $4,139-38.6% |
| Admin fee / account holder | $326 | $6,500-95.0% | $8,703-96.3% | $7,234-95.5% |