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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 | $9,201 | $43,344-78.8% | $59,899-84.6% | $64,173-85.7% |
| Participation rate | 98.1% | 69.2%+28.9pp | 74.7%+23.4pp | 69.6%+28.5pp |
| Annual return | 7.36% | -1.55%+8.9pp | 3.46%+3.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,319 | $2,547-48.2% | $3,402-61.2% | $3,470-62.0% |
| Admin fee / account holder | $537 | $3,008-82.1% | $3,592-85.0% | $4,887-89.0% |