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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 | $7,737 | $106,749-92.8% | $145,433-94.7% | $82,448-90.6% |
| Participation rate | 81.4% | 75.6%+5.7pp | 82.1%-0.8pp | 68.1%+13.3pp |
| Annual return | 16.85% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,816 | $6,519-56.8% | $7,897-64.3% | $4,139-32.0% |
| Admin fee / account holder | $1,900 | $8,390-77.4% | $13,129-85.5% | $7,234-73.7% |