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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 | $6,349 | $78,690-91.9% | $161,489-96.1% | $87,485-92.7% |
| Participation rate | 87.1% | 67.5%+19.6pp | 78.7%+8.4pp | 68.9%+18.2pp |
| Annual return | 23.69% | 32.74%-9.1pp | 89.72%-66.0pp | 26.06%-2.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,292 | $3,311-30.8% | $5,630-59.3% | $4,274-46.4% |
| Admin fee / account holder | $1,986 | $6,724-70.5% | $16,006-87.6% | $7,775-74.5% |