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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 | $65,246-90.3% | $98,716-93.6% | $67,986-90.7% |
| Participation rate | 72.9% | 51.4%+21.5pp | 69.3%+3.6pp | 57.2%+15.7pp |
| Annual return | 30.94% | 20.58%+10.4pp | 31.81%-0.9pp | 31.67%-0.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,502 | $2,594-3.6% | $4,048-38.2% | $3,358-25.5% |
| Admin fee / account holder | $758 | $4,561-83.4% | $8,703-91.3% | $3,203-76.3% |