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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 | $8,700 | $86,050-89.9% | $189,758-95.4% | $94,015-90.7% |
| Participation rate | 77.8% | 68.9%+8.9pp | 79.8%-2.0pp | 70.8%+7.0pp |
| Annual return | 18.92% | 17.77%+1.1pp | 52.62%-33.7pp | 17.84%+1.1pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,123 | $3,349-36.6% | $5,856-63.7% | $4,249-50.0% |
| Admin fee / account holder | $534 | $6,627-91.9% | $20,388-97.4% | $8,951-94.0% |