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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 | $7,838 | $96,558-91.9% | $80,977-90.3% | $273,972-97.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.15% | 15.14%-7.0pp | 17.11%-9.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $434 | $4,869-91.1% | $3,715-88.3% | $4,869-91.1% |
| Participant deferral / active EE | $4,767 | $6,598-27.7% | $5,696-16.3% | $5,287-9.8% |
| Admin fee / account holder | $1,633 | $7,493-78.2% | $5,517-70.4% | $10,133-83.9% |