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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 | $7,552 | $78,423-90.4% | $95,964-92.1% | $79,856-90.5% |
| Participation rate | 87.9% | 73.5%+14.4pp | 77.1%+10.8pp | 69.6%+18.2pp |
| Annual return | 30.92% | 19.37%+11.5pp | 91.64%-60.7pp | 31.71%-0.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,598 | $3,440+4.6% | $4,167-13.7% | $3,741-3.8% |
| Admin fee / account holder | $610 | $5,622-89.1% | $6,797-91.0% | $5,306-88.5% |