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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 | $64,501-90.2% | $108,753-94.2% | $65,306-90.3% |
| Participation rate | 72.9% | 50.8%+22.1pp | 71.1%+1.8pp | 57.7%+15.2pp |
| Annual return | 30.94% | 21.09%+9.9pp | 37.47%-6.5pp | 21.94%+9.0pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,502 | $2,401+4.2% | $4,115-39.2% | $2,959-15.5% |
| Admin fee / account holder | $758 | $4,971-84.7% | $10,320-92.7% | $3,480-78.2% |