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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 | $6,220 | $48,118-87.1% | $136,833-95.5% | $94,015-93.4% |
| Participation rate | 92.9% | 47.4%+45.5pp | 59.0%+33.8pp | 70.8%+22.0pp |
| Annual return | 17.80% | 14.65%+3.2pp | 35.32%-17.5pp | 17.84%0pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,381 | $1,651-16.3% | $2,441-43.4% | $4,249-67.5% |
| Admin fee / account holder | $304 | $3,059-90.1% | $4,706-93.5% | $8,951-96.6% |