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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 | $69,444-93.9% | $92,985-95.4% | $87,485-95.1% |
| Participation rate | 85.2% | 63.3%+21.9pp | 69.5%+15.7pp | 68.9%+16.3pp |
| Annual return | 18.40% | 23.85%-5.4pp | 27.99%-9.6pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,697 | $3,364+9.9% | $4,377-15.5% | $4,274-13.5% |
| Admin fee / account holder | $2,990 | $6,137-51.3% | $9,463-68.4% | $7,775-61.5% |