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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 | $7,546 | $61,391-87.7% | $149,723-95.0% | $71,529-89.4% |
| Participation rate | 80.9% | 62.5%+18.4pp | 78.8%+2.1pp | 67.9%+13.0pp |
| Annual return | 15.90% | 35.88%-20.0pp | 134.50%-118.6pp | 28.97%-13.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,209 | $2,921-24.4% | $5,682-61.1% | $4,291-48.5% |
| Admin fee / account holder | $336 | $1,264-73.4% | $13,215-97.5% | $1,588-78.8% |