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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 | $64,920-88.5% | $103,693-92.8% | $86,983-91.4% |
| Participation rate | 72.5% | 63.6%+8.9pp | 72.6%-0.1pp | 69.5%+3.0pp |
| Annual return | 17.18% | 30.29%-13.1pp | 47.61%-30.4pp | 25.83%-8.6pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,207 | $3,241-62.7% | $4,579-73.6% | $4,194-71.2% |
| Admin fee / account holder | $381 | $6,191-93.8% | $7,858-95.2% | $7,856-95.1% |