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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 | $75,541-93.9% | $152,093-96.9% | $82,637-94.4% |
| Participation rate | 82.1% | 66.5%+15.6pp | 77.8%+4.4pp | 68.1%+14.1pp |
| Annual return | 25.40% | 32.56%-7.2pp | 66.36%-41.0pp | 53.51%-28.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,430 | $3,206-24.2% | $5,451-55.4% | $4,126-41.1% |
| Admin fee / account holder | $1,040 | $6,405-83.8% | $14,497-92.8% | $7,339-85.8% |