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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 | $6,275 | $91,086-93.1% | $203,872-96.9% | $86,983-92.8% |
| Participation rate | 80.0% | 65.8%+14.2pp | 77.8%+2.2pp | 69.5%+10.5pp |
| Annual return | 16.19% | 22.30%-6.1pp | 85.11%-68.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,305 | $4,019-17.7% | $6,388-48.3% | $4,194-21.2% |
| Admin fee / account holder | $2,390 | $8,987-73.4% | $11,730-79.6% | $7,856-69.6% |