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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 | $4,266 | $58,627-92.7% | $76,735-94.4% | $82,448-94.8% |
| Participation rate | 85.2% | 63.2%+22.0pp | 69.5%+15.7pp | 68.1%+17.1pp |
| Annual return | 18.40% | 39.10%-20.7pp | 29.77%-11.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,697 | $3,134+18.0% | $4,088-9.6% | $4,139-10.7% |
| Admin fee / account holder | $2,990 | $5,323-43.8% | $7,189-58.4% | $7,234-58.7% |