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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 | $4,277 | $81,358-94.7% | $155,556-97.3% | $80,959-94.7% |
| Participation rate | 72.0% | 66.3%+5.7pp | 78.2%-6.2pp | 67.7%+4.3pp |
| Annual return | 31.90% | 33.39%-1.5pp | 64.84%-32.9pp | 35.67%-3.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,363 | $3,455+26.3% | $5,631-22.5% | $4,300+1.5% |
| Admin fee / account holder | $882 | $7,994-89.0% | $15,885-94.4% | $6,925-87.3% |