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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 | $8,995 | $91,179-90.1% | $178,499-95.0% | $79,852-88.7% |
| Participation rate | 73.5% | 69.2%+4.3pp | 81.9%-8.4pp | 69.6%+3.9pp |
| Annual return | 21.10% | 24.19%-3.1pp | 151.10%-130.0pp | 31.72%-10.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,878 | $3,236-42.0% | $5,202-63.9% | $3,740-49.8% |
| Admin fee / account holder | $566 | $6,749-91.6% | $13,986-96.0% | $5,306-89.3% |