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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 | $6,964 | $123,793-94.4% | $177,840-96.1% | $79,852-91.3% |
| Participation rate | 93.2% | 84.7%+8.6pp | 87.7%+5.5pp | 69.6%+23.6pp |
| Annual return | 28.17% | 22.82%+5.4pp | 48.32%-20.2pp | 31.72%-3.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,995 | $5,956-49.7% | $7,714-61.2% | $3,740-19.9% |
| Admin fee / account holder | $1,417 | $7,243-80.4% | $12,431-88.6% | $5,306-73.3% |