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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 | $93,692-91.9% | $116,538-93.5% | $86,983-91.3% |
| Participation rate | 76.2% | 79.6%-3.4pp | 82.6%-6.4pp | 69.5%+6.6pp |
| Annual return | 17.47% | 26.00%-8.5pp | 17.97%-0.5pp | 25.83%-8.4pp |
| Employer contribution / active EE | $0 | $3,831-100.0% | $4,541-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,839 | $5,612-49.4% | $6,207-54.3% | $4,194-32.3% |
| Admin fee / account holder | $1,055 | $7,586-86.1% | $8,737-87.9% | $7,856-86.6% |