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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 | $3,737 | $63,773-94.1% | $81,286-95.4% | $80,925-95.4% |
| Participation rate | 80.4% | 63.9%+16.4pp | 69.5%+10.8pp | 67.7%+12.7pp |
| Annual return | 18.30% | 16.37%+1.9pp | 24.80%-6.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,675 | $3,093-45.9% | $3,883-56.9% | $4,299-61.0% |
| Admin fee / account holder | $897 | $5,682-84.2% | $5,764-84.4% | $6,940-87.1% |