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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 | $7,549 | $73,787-89.8% | $98,716-92.4% | $82,448-90.8% |
| Participation rate | 91.7% | 61.4%+30.3pp | 69.3%+22.4pp | 68.1%+23.6pp |
| Annual return | 18.31% | 18.57%-0.3pp | 31.81%-13.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,434 | $3,081-53.4% | $4,048-64.6% | $4,139-65.3% |
| Admin fee / account holder | $864 | $6,500-86.7% | $8,703-90.1% | $7,234-88.1% |