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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 | $9,193 | $64,920-85.8% | $103,693-91.1% | $86,983-89.4% |
| Participation rate | 91.7% | 63.6%+28.1pp | 72.6%+19.0pp | 69.5%+22.1pp |
| Annual return | 24.52% | 30.29%-5.8pp | 47.61%-23.1pp | 25.83%-1.3pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,957 | $3,241-8.8% | $4,579-35.4% | $4,194-29.5% |
| Admin fee / account holder | $418 | $6,191-93.3% | $7,858-94.7% | $7,856-94.7% |