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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 | $9,761 | $106,524-90.8% | $152,301-93.6% | $87,485-88.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 25.00% | 26.89%-1.9pp | 80.50%-55.5pp | 26.06%-1.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,864 | $6,525-40.8% | $8,004-51.7% | $4,274-9.6% |
| Admin fee / account holder | $777 | $8,287-90.6% | $14,398-94.6% | $7,775-90.0% |