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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 | $8,503 | $109,359-92.2% | $162,177-94.8% | $72,975-88.3% |
| Participation rate | 78.6% | 84.3%-5.7pp | 87.6%-9.0pp | 69.5%+9.1pp |
| Annual return | 26.57% | 25.46%+1.1pp | 115.60%-89.0pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,557 | $5,481-35.1% | $7,297-51.3% | $3,608-1.4% |
| Admin fee / account holder | $724 | $7,972-90.9% | $10,843-93.3% | $5,124-85.9% |