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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 | $7,131 | $86,938-91.8% | $102,423-93.0% | $80,925-91.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.15% | 18.89%-5.7pp | 29.42%-16.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,693 | $4,120-34.6% | $5,054-46.7% | $4,299-37.4% |
| Admin fee / account holder | $1,076 | $8,053-86.6% | $9,455-88.6% | $6,940-84.5% |