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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 | $5,667 | $77,814-92.7% | $158,223-96.4% | $86,983-93.5% |
| Participation rate | 80.0% | 68.4%+11.6pp | 79.2%+0.8pp | 69.5%+10.5pp |
| Annual return | 28.97% | 30.54%-1.6pp | 52.09%-23.1pp | 25.83%+3.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,417 | $3,270+35.1% | $5,467-19.2% | $4,194+5.3% |
| Admin fee / account holder | $620 | $5,879-89.5% | $16,047-96.1% | $7,856-92.1% |