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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 | $4,692 | $81,358-94.2% | $155,556-97.0% | $80,959-94.2% |
| Participation rate | 79.7% | 66.3%+13.4pp | 78.2%+1.4pp | 67.7%+12.0pp |
| Annual return | 15.23% | 33.39%-18.2pp | 64.84%-49.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,610 | $3,455-24.5% | $5,631-53.6% | $4,300-39.3% |
| Admin fee / account holder | $557 | $7,994-93.0% | $15,885-96.5% | $6,925-92.0% |