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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 | $8,626 | $99,875-91.4% | $146,866-94.1% | $86,983-90.1% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.5%+13.2pp |
| Annual return | 20.84% | 28.10%-7.3pp | 102.85%-82.0pp | 25.83%-5.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,905 | $6,322-22.4% | $7,759-36.8% | $4,194+17.0% |
| Admin fee / account holder | $1,547 | $7,838-80.3% | $13,620-88.6% | $7,856-80.3% |