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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 | $5,784 | $67,894-91.5% | $89,340-93.5% | $82,448-93.0% |
| Participation rate | 79.2% | 64.0%+15.2pp | 69.6%+9.7pp | 68.1%+11.2pp |
| Annual return | 26.43% | 19.21%+7.2pp | 20.57%+5.9pp | 41.64%-15.2pp |
| Employer contribution / active EE | $1 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,991 | $3,072-35.2% | $3,823-47.9% | $4,139-51.9% |
| Admin fee / account holder | $452 | $5,723-92.1% | $6,704-93.3% | $7,234-93.8% |