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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 | $6,801 | $65,027-89.5% | $90,970-92.5% | $79,852-91.5% |
| Participation rate | 85.2% | 61.6%+23.6pp | 69.0%+16.2pp | 69.6%+15.5pp |
| Annual return | 18.14% | 30.45%-12.3pp | 134.58%-116.4pp | 31.72%-13.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,456 | $2,512-42.0% | $3,373-56.8% | $3,740-61.1% |
| Admin fee / account holder | $606 | $4,535-86.6% | $5,960-89.8% | $5,306-88.6% |