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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 | $7,475 | $61,125-87.8% | $94,057-92.1% | $87,485-91.5% |
| Participation rate | 72.5% | 64.1%+8.4pp | 73.3%-0.8pp | 68.9%+3.6pp |
| Annual return | 17.18% | 35.20%-18.0pp | 480.62%-463.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,207 | $3,260-63.0% | $4,709-74.4% | $4,274-71.8% |
| Admin fee / account holder | $381 | $5,629-93.2% | $7,244-94.7% | $7,775-95.1% |