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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 | $6,594 | $94,031-93.0% | $115,768-94.3% | $82,448-92.0% |
| Participation rate | 76.3% | 70.4%+5.8pp | 74.4%+1.9pp | 68.1%+8.2pp |
| Annual return | 20.91% | 20.61%+0.3pp | 100.46%-79.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,339 | $3,972-41.1% | $4,917-52.4% | $4,139-43.5% |
| Admin fee / account holder | $392 | $10,249-96.2% | $12,439-96.8% | $7,234-94.6% |