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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 | $7,912 | $81,358-90.3% | $155,556-94.9% | $80,959-90.2% |
| Participation rate | 83.7% | 66.3%+17.5pp | 78.2%+5.5pp | 67.7%+16.1pp |
| Annual return | 32.27% | 33.39%-1.1pp | 64.84%-32.6pp | 35.67%-3.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,740 | $3,455+66.1% | $5,631+1.9% | $4,300+33.5% |
| Admin fee / account holder | $1,021 | $7,994-87.2% | $15,885-93.6% | $6,925-85.3% |