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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 | $13,242 | $56,894-76.7% | $84,753-84.4% | $62,881-78.9% |
| Participation rate | 93.6% | 68.5%+25.1pp | 76.6%+17.0pp | 69.3%+24.3pp |
| Annual return | 5.07% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,570 | $2,709-5.1% | $3,712-30.8% | $3,203-19.8% |
| Admin fee / account holder | $4,492 | $3,581+25.4% | $5,333-15.8% | $4,296+4.6% |