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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 | $142,972-95.4% | $214,702-96.9% | $86,983-92.4% |
| Participation rate | 89.7% | 84.9%+4.8pp | 87.5%+2.2pp | 69.5%+20.1pp |
| Annual return | 28.16% | 18.49%+9.7pp | 54.55%-26.4pp | 25.83%+2.3pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,000 | $6,568-23.9% | $9,147-45.3% | $4,194+19.2% |
| Admin fee / account holder | $1,650 | $17,617-90.6% | $19,830-91.7% | $7,856-79.0% |