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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 | $8,338 | $81,276-89.7% | $155,574-94.6% | $80,925-89.7% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.7%+10.9pp |
| Annual return | 13.26% | 33.36%-20.1pp | 64.87%-51.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,451 | $3,453-0.1% | $5,629-38.7% | $4,299-19.7% |
| Admin fee / account holder | $1,376 | $7,993-82.8% | $15,914-91.4% | $6,940-80.2% |