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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 | $6,240 | $73,787-91.5% | $98,716-93.7% | $82,448-92.4% |
| Participation rate | 70.5% | 61.4%+9.1pp | 69.3%+1.2pp | 68.1%+2.4pp |
| Annual return | 27.99% | 18.57%+9.4pp | 31.81%-3.8pp | 41.64%-13.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,710 | $3,081-12.1% | $4,048-33.1% | $4,139-34.5% |
| Admin fee / account holder | $521 | $6,500-92.0% | $8,703-94.0% | $7,234-92.8% |