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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 | $76,834-90.2% | $108,359-93.0% | $87,485-91.4% |
| Participation rate | 91.7% | 61.7%+29.9pp | 70.1%+21.5pp | 68.9%+22.7pp |
| Annual return | 18.31% | 19.09%-0.8pp | 36.89%-18.6pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,434 | $3,100-53.7% | $4,137-65.3% | $4,274-66.4% |
| Admin fee / account holder | $864 | $6,537-86.8% | $9,741-91.1% | $7,775-88.9% |