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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 | $4,639 | $78,690-94.1% | $161,489-97.1% | $87,485-94.7% |
| Participation rate | 82.1% | 67.5%+14.7pp | 78.7%+3.4pp | 68.9%+13.2pp |
| Annual return | 25.40% | 32.74%-7.3pp | 89.72%-64.3pp | 26.06%-0.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,430 | $3,311-26.6% | $5,630-56.8% | $4,274-43.1% |
| Admin fee / account holder | $1,040 | $6,724-84.5% | $16,006-93.5% | $7,775-86.6% |