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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 | $74,535-91.6% | $100,712-93.8% | $82,637-92.4% |
| Participation rate | 70.5% | 61.2%+9.3pp | 69.3%+1.2pp | 68.1%+2.4pp |
| Annual return | 27.99% | 18.92%+9.1pp | 33.27%-5.3pp | 53.51%-25.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,710 | $3,074-11.8% | $4,085-33.7% | $4,126-34.3% |
| Admin fee / account holder | $521 | $6,576-92.1% | $9,256-94.4% | $7,339-92.9% |