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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 | $8,273 | $51,642-84.0% | $129,384-93.6% | $80,935-89.8% |
| Participation rate | 92.2% | 56.9%+35.3pp | 69.6%+22.6pp | 67.7%+24.5pp |
| Annual return | 13.11% | 20.78%-7.7pp | 9461.77%-9448.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,082 | $2,670-22.0% | $4,166-50.0% | $4,299-51.6% |
| Admin fee / account holder | $659 | $4,312-84.7% | $7,686-91.4% | $6,924-90.5% |