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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 | $86,330-93.3% | $121,871-95.3% | $94,015-93.8% |
| Participation rate | 79.2% | 66.7%+12.6pp | 73.2%+6.0pp | 70.8%+8.4pp |
| Annual return | 26.43% | 14.95%+11.5pp | 13.57%+12.9pp | 17.84%+8.6pp |
| Employer contribution / active EE | $1 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,991 | $3,146-36.7% | $4,318-53.9% | $4,249-53.1% |
| Admin fee / account holder | $452 | $7,346-93.8% | $11,551-96.1% | $8,951-94.9% |