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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 | $9,612 | $93,617-89.7% | $135,982-92.9% | $75,177-87.2% |
| Participation rate | 88.4% | 75.2%+13.2pp | 81.9%+6.5pp | 67.2%+21.2pp |
| Annual return | 26.79% | 30.89%-4.1pp | 68.32%-41.5pp | 160.75%-134.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,812 | $6,406-24.9% | $7,760-38.0% | $4,126+16.6% |
| Admin fee / account holder | $918 | $6,980-86.9% | $10,767-91.5% | $5,651-83.8% |