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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 | $5,242 | $48,118-89.1% | $136,833-96.2% | $94,015-94.4% |
| Participation rate | 77.9% | 47.4%+30.5pp | 59.0%+18.9pp | 70.8%+7.1pp |
| Annual return | 56.74% | 14.65%+42.1pp | 35.32%+21.4pp | 17.84%+38.9pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,236 | $1,651+35.5% | $2,441-8.4% | $4,249-47.4% |
| Admin fee / account holder | $423 | $3,059-86.2% | $4,706-91.0% | $8,951-95.3% |