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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 | $7,365 | $112,729-93.5% | $98,716-92.5% | $137,256-94.6% |
| Participation rate | 70.8% | 74.2%-3.4pp | 69.3%+1.5pp | 80.0%-9.1pp |
| Annual return | 19.15% | 38.48%-19.3pp | 31.81%-12.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,174 | $4,640-31.6% | $4,048-21.6% | $6,407-50.5% |
| Admin fee / account holder | $713 | $10,129-93.0% | $8,703-91.8% | $12,270-94.2% |