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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 | $124,980-92.9% | $108,359-91.8% | $154,746-94.2% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 26.28% | 45.00%-18.7pp | 36.89%-10.6pp | 172.34%-146.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,864 | $4,743+2.6% | $4,137+17.6% | $6,730-27.7% |
| Admin fee / account holder | $705 | $11,502-93.9% | $9,741-92.8% | $14,365-95.1% |