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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 | $5,873 | $72,471-91.9% | $94,215-93.8% | $86,983-93.2% |
| Participation rate | 84.8% | 63.9%+21.0pp | 70.0%+14.9pp | 69.5%+15.3pp |
| Annual return | 19.39% | 26.44%-7.1pp | 28.22%-8.8pp | 25.83%-6.4pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,560 | $3,397-24.6% | $4,276-40.1% | $4,194-39.0% |
| Admin fee / account holder | $321 | $6,468-95.0% | $10,216-96.9% | $7,856-95.9% |