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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 | $3,900 | $67,894-94.3% | $89,340-95.6% | $82,448-95.3% |
| Participation rate | 74.1% | 64.0%+10.0pp | 69.6%+4.5pp | 68.1%+6.0pp |
| Annual return | 32.73% | 19.21%+13.5pp | 20.57%+12.2pp | 41.64%-8.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,515 | $3,072-18.2% | $3,823-34.2% | $4,139-39.2% |
| Admin fee / account holder | $965 | $5,723-83.1% | $6,704-85.6% | $7,234-86.7% |