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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 | $9,702 | $72,486-86.6% | $87,103-88.9% | $72,976-86.7% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.9%-6.3pp | 69.5%+1.1pp |
| Annual return | 27.61% | 24.46%+3.2pp | 28.19%-0.6pp | 81.02%-53.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,069 | $3,270-36.7% | $4,049-48.9% | $3,608-42.7% |
| Admin fee / account holder | $369 | $5,055-92.7% | $7,491-95.1% | $5,124-92.8% |