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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 | $9,326 | $69,590-86.6% | $136,867-93.2% | $94,015-90.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 16.11% | 19.62%-3.5pp | 42.97%-26.9pp | 17.84%-1.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,614 | $3,437-53.0% | $4,924-67.2% | $4,249-62.0% |
| Admin fee / account holder | $388 | $8,912-95.7% | $10,340-96.3% | $8,951-95.7% |