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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 | $7,604 | $87,878-91.3% | $97,411-92.2% | $82,637-90.8% |
| Participation rate | 76.2% | 75.6%+0.6pp | 80.4%-4.2pp | 68.1%+8.1pp |
| Annual return | 17.47% | 54.63%-37.2pp | 34.72%-17.2pp | 53.51%-36.0pp |
| Employer contribution / active EE | $0 | $3,800-100.0% | $4,210-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,839 | $5,525-48.6% | $5,886-51.8% | $4,126-31.2% |
| Admin fee / account holder | $1,055 | $6,743-84.4% | $7,145-85.2% | $7,339-85.6% |