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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 | $8,923 | $123,155-92.8% | $108,753-91.8% | $155,188-94.3% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 26.28% | 44.73%-18.5pp | 37.47%-11.2pp | 148.84%-122.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,864 | $4,623+5.2% | $4,115+18.2% | $6,531-25.5% |
| Admin fee / account holder | $705 | $12,126-94.2% | $10,320-93.2% | $14,480-95.1% |