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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 | $75,807-89.0% | $116,096-92.8% | $86,983-90.5% |
| Participation rate | 73.2% | 66.9%+6.4pp | 73.3%-0.1pp | 69.5%+3.7pp |
| Annual return | 24.45% | 18.57%+5.9pp | 326.25%-301.8pp | 25.83%-1.4pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,334 | $3,212+3.8% | $3,952-15.6% | $4,194-20.5% |
| Admin fee / account holder | $451 | $6,659-93.2% | $7,704-94.2% | $7,856-94.3% |