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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 | $8,042 | $81,358-90.1% | $155,556-94.8% | $80,959-90.1% |
| Participation rate | 83.3% | 66.3%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 17.17% | 33.39%-16.2pp | 64.84%-47.7pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,913 | $3,455+13.2% | $5,631-30.5% | $4,300-9.0% |
| Admin fee / account holder | $771 | $7,994-90.4% | $15,885-95.1% | $6,925-88.9% |