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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 | $5,406 | $60,349-91.0% | $74,184-92.7% | $62,881-91.4% |
| Participation rate | 79.8% | 72.7%+7.0pp | 76.6%+3.2pp | 69.3%+10.5pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,902 | $2,856+36.6% | $3,550+9.9% | $3,203+21.8% |
| Admin fee / account holder | $303 | $4,261-92.9% | $5,586-94.6% | $4,296-92.9% |