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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 | $8,301 | $73,107-88.6% | $114,563-92.8% | $87,485-90.5% |
| Participation rate | 73.2% | 65.8%+7.5pp | 72.9%+0.3pp | 68.9%+4.3pp |
| Annual return | 24.45% | 19.47%+5.0pp | 241.09%-216.6pp | 26.06%-1.6pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,334 | $3,144+6.1% | $4,142-19.5% | $4,274-22.0% |
| Admin fee / account holder | $451 | $5,770-92.2% | $7,623-94.1% | $7,775-94.2% |