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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 | $7,967 | $58,600-86.4% | $83,327-90.4% | $64,173-87.6% |
| Participation rate | 83.9% | 72.0%+11.8pp | 77.8%+6.1pp | 69.6%+14.3pp |
| Annual return | 0.00% | 9.66%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,617 | $4,656+20.6% | $5,565+0.9% | $3,470+61.9% |
| Admin fee / account holder | $441 | $9,282-95.2% | $7,540-94.1% | $4,887-91.0% |