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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 | $7,895 | $97,289-91.9% | $92,805-91.5% | $155,188-94.9% |
| Participation rate | 92.9% | 84.2%+8.7pp | 83.5%+9.3pp | 80.8%+12.1pp |
| Annual return | 16.97% | 29.03%-12.1pp | 31.59%-14.6pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,124 | $8,795-64.5% | $8,448-63.0% | $6,531-52.2% |
| Admin fee / account holder | $3,861 | $12,015-67.9% | $10,911-64.6% | $14,480-73.3% |