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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 | $6,351 | $75,720-91.6% | $90,312-93.0% | $86,983-92.7% |
| Participation rate | 77.1% | 66.3%+10.9pp | 72.9%+4.2pp | 69.5%+7.6pp |
| Annual return | 51.69% | 18.55%+33.1pp | 18.90%+32.8pp | 25.83%+25.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,885 | $3,001-37.2% | $3,749-49.7% | $4,194-55.1% |
| Admin fee / account holder | $536 | $6,201-91.4% | $8,248-93.5% | $7,856-93.2% |