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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 | $5,562 | $78,690-92.9% | $161,489-96.6% | $87,485-93.6% |
| Participation rate | 95.2% | 67.5%+27.8pp | 78.7%+16.5pp | 68.9%+26.3pp |
| Annual return | 20.41% | 32.74%-12.3pp | 89.72%-69.3pp | 26.06%-5.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,236 | $3,311-32.5% | $5,630-60.3% | $4,274-47.7% |
| Admin fee / account holder | $1,123 | $6,724-83.3% | $16,006-93.0% | $7,775-85.6% |