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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 | $8,283 | $81,358-89.8% | $155,556-94.7% | $80,959-89.8% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 34.08% | 33.39%+0.7pp | 64.84%-30.8pp | 35.67%-1.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,484 | $3,455+0.8% | $5,631-38.1% | $4,300-19.0% |
| Admin fee / account holder | $719 | $7,994-91.0% | $15,885-95.5% | $6,925-89.6% |