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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 | $5,298 | $61,125-91.3% | $94,057-94.4% | $87,485-93.9% |
| Participation rate | 92.7% | 64.1%+28.6pp | 73.3%+19.3pp | 68.9%+23.8pp |
| Annual return | 17.99% | 35.20%-17.2pp | 480.62%-462.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,451 | $3,260+5.8% | $4,709-26.7% | $4,274-19.3% |
| Admin fee / account holder | $1,084 | $5,629-80.7% | $7,244-85.0% | $7,775-86.1% |