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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 | $7,842 | $73,107-89.3% | $114,563-93.2% | $87,485-91.0% |
| Participation rate | 89.6% | 65.8%+23.8pp | 72.9%+16.7pp | 68.9%+20.7pp |
| Annual return | 26.36% | 19.47%+6.9pp | 241.09%-214.7pp | 26.06%+0.3pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,562 | $3,144+13.3% | $4,142-14.0% | $4,274-16.7% |
| Admin fee / account holder | $816 | $5,770-85.9% | $7,623-89.3% | $7,775-89.5% |