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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 | $7,313 | $78,690-90.7% | $161,489-95.5% | $87,485-91.6% |
| Participation rate | 80.7% | 67.5%+13.2pp | 78.7%+2.0pp | 68.9%+11.8pp |
| Annual return | 23.42% | 32.74%-9.3pp | 89.72%-66.3pp | 26.06%-2.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,492 | $3,311+5.5% | $5,630-38.0% | $4,274-18.3% |
| Admin fee / account holder | $532 | $6,724-92.1% | $16,006-96.7% | $7,775-93.2% |