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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 | $6,826 | $58,057-88.2% | $97,032-93.0% | $86,983-92.2% |
| Participation rate | 73.9% | 60.4%+13.5pp | 71.6%+2.3pp | 69.5%+4.3pp |
| Annual return | 14.16% | 22.26%-8.1pp | 35.38%-21.2pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $892 | $3,244-72.5% | $4,672-80.9% | $4,194-78.7% |
| Admin fee / account holder | $3,502 | $4,839-27.6% | $9,418-62.8% | $7,856-55.4% |