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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 | $7,686 | $45,343-83.1% | $150,298-94.9% | $67,986-88.7% |
| Participation rate | 75.7% | 51.9%+23.9pp | 77.8%-2.0pp | 57.2%+18.5pp |
| Annual return | 17.43% | 33.28%-15.8pp | 62.79%-45.4pp | 31.67%-14.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,935 | $2,055-5.8% | $5,453-64.5% | $3,358-42.4% |
| Admin fee / account holder | $631 | $2,250-72.0% | $14,116-95.5% | $3,203-80.3% |