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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 | $6,344 | $64,010-90.1% | $108,359-94.1% | $64,340-90.1% |
| Participation rate | 72.9% | 49.4%+23.5pp | 70.1%+2.8pp | 55.2%+17.7pp |
| Annual return | 30.94% | 19.74%+11.2pp | 36.89%-6.0pp | 24.14%+6.8pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,502 | $2,395+4.5% | $4,137-39.5% | $2,980-16.1% |
| Admin fee / account holder | $758 | $4,885-84.5% | $9,741-92.2% | $3,703-79.5% |