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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 | $7,766 | $97,648-92.0% | $121,663-93.6% | $87,485-91.1% |
| Participation rate | 87.1% | 70.5%+16.6pp | 74.5%+12.6pp | 68.9%+18.2pp |
| Annual return | 45.74% | 18.03%+27.7pp | 147.54%-101.8pp | 26.06%+19.7pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,185 | $3,923+6.7% | $4,887-14.4% | $4,274-2.1% |
| Admin fee / account holder | $357 | $11,100-96.8% | $14,289-97.5% | $7,775-95.4% |