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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 | $5,686 | $100,194-94.3% | $122,979-95.4% | $86,983-93.5% |
| Participation rate | 88.9% | 73.0%+15.9pp | 77.2%+11.7pp | 69.5%+19.3pp |
| Annual return | 33.88% | 16.47%+17.4pp | 20.12%+13.8pp | 25.83%+8.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,687 | $4,133-10.8% | $5,003-26.3% | $4,194-12.1% |
| Admin fee / account holder | $486 | $10,148-95.2% | $12,864-96.2% | $7,856-93.8% |