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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 | $8,538 | $106,524-92.0% | $152,301-94.4% | $87,485-90.2% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.4%-3.3pp | 68.9%+10.2pp |
| Annual return | 31.54% | 26.89%+4.7pp | 80.50%-49.0pp | 26.06%+5.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,788 | $6,525-41.9% | $8,004-52.7% | $4,274-11.4% |
| Admin fee / account holder | $884 | $8,287-89.3% | $14,398-93.9% | $7,775-88.6% |