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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 | $5,121 | $109,782-95.3% | $260,467-98.0% | $94,015-94.6% |
| Participation rate | 87.9% | 67.2%+20.7pp | 80.5%+7.4pp | 70.8%+17.1pp |
| Annual return | 16.47% | 18.60%-2.1pp | 100.60%-84.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,174 | $4,044-46.2% | $6,319-65.6% | $4,249-48.8% |
| Admin fee / account holder | $2,284 | $11,958-80.9% | $15,461-85.2% | $8,951-74.5% |