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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 | $9,383 | $54,763-82.9% | $90,324-89.6% | $72,976-87.1% |
| Participation rate | 86.7% | 65.2%+21.5pp | 73.3%+13.4pp | 69.5%+17.2pp |
| Annual return | 24.43% | 30.63%-6.2pp | 78.15%-53.7pp | 81.02%-56.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,802 | $2,887-37.6% | $3,885-53.6% | $3,608-50.1% |
| Admin fee / account holder | $699 | $3,973-82.4% | $5,356-87.0% | $5,124-86.4% |