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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 | $6,189 | $76,834-91.9% | $108,359-94.3% | $87,485-92.9% |
| Participation rate | 88.3% | 61.7%+26.6pp | 70.1%+18.2pp | 68.9%+19.4pp |
| Annual return | 19.20% | 19.09%+0.1pp | 36.89%-17.7pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,226 | $3,100-28.2% | $4,137-46.2% | $4,274-47.9% |
| Admin fee / account holder | $768 | $6,537-88.3% | $9,741-92.1% | $7,775-90.1% |