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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 | $7,288 | $57,140-87.2% | $85,240-91.5% | $80,959-91.0% |
| Participation rate | 81.4% | 56.4%+25.0pp | 67.5%+13.9pp | 67.7%+13.7pp |
| Annual return | 13.12% | 21.71%-8.6pp | 66.75%-53.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,063 | $3,115-33.8% | $4,527-54.4% | $4,300-52.0% |
| Admin fee / account holder | $983 | $4,992-80.3% | $6,165-84.0% | $6,925-85.8% |