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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 | $10,381 | $46,732-77.8% | $156,551-93.4% | $55,167-81.2% |
| Participation rate | 95.2% | 65.8%+29.4pp | 84.0%+11.2pp | 69.0%+26.2pp |
| Annual return | 6.83% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,007 | $2,204-9.0% | $4,871-58.8% | $3,054-34.3% |
| Admin fee / account holder | $448 | $418+7.0% | $13,028-96.6% | $504-11.1% |