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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 | $7,638 | $103,949-92.7% | $69,182-89.0% | $273,972-97.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.84% | 35.28%-24.4pp | -21.93%+32.8pp | 41.46%-30.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,650 | $2,716-39.3% | $1,897-13.0% | $5,287-68.8% |
| Admin fee / account holder | $601 | $3,671-83.6% | $2,697-77.7% | $10,133-94.1% |