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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 | $7,223 | $91,179-92.1% | $178,499-96.0% | $79,852-91.0% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+5.9pp | 69.6%+18.2pp |
| Annual return | 25.86% | 24.19%+1.7pp | 151.10%-125.2pp | 31.72%-5.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,220 | $3,236+30.4% | $5,202-18.9% | $3,740+12.8% |
| Admin fee / account holder | $1,986 | $6,749-70.6% | $13,986-85.8% | $5,306-62.6% |