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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 | $3,593 | $67,894-94.7% | $89,340-96.0% | $82,448-95.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 23.03% | 19.21%+3.8pp | 20.57%+2.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,279 | $3,072-25.8% | $3,823-40.4% | $4,139-44.9% |
| Admin fee / account holder | $400 | $5,723-93.0% | $6,704-94.0% | $7,234-94.5% |