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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 | $90,400-93.1% | $186,193-96.6% | $87,485-92.8% |
| Participation rate | 80.0% | 66.2%+13.8pp | 77.1%+2.9pp | 68.9%+11.1pp |
| Annual return | 16.19% | 22.15%-6.0pp | 78.03%-61.8pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,305 | $4,330-23.7% | $6,513-49.2% | $4,274-22.7% |
| Admin fee / account holder | $2,390 | $8,673-72.4% | $11,058-78.4% | $7,775-69.3% |