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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 | $6,608 | $146,267-95.5% | $197,124-96.6% | $82,448-92.0% |
| Participation rate | 89.7% | 84.0%+5.6pp | 86.7%+2.9pp | 68.1%+21.6pp |
| Annual return | 28.16% | 29.61%-1.5pp | 44.34%-16.2pp | 41.64%-13.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,000 | $7,035-28.9% | $9,135-45.3% | $4,139+20.8% |
| Admin fee / account holder | $1,650 | $14,422-88.6% | $16,298-89.9% | $7,234-77.2% |