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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 | $6,608 | $149,446-95.6% | $256,809-97.4% | $94,015-93.0% |
| Participation rate | 89.7% | 85.3%+4.4pp | 88.5%+1.1pp | 70.8%+18.8pp |
| Annual return | 28.16% | 17.55%+10.6pp | 32.73%-4.6pp | 17.84%+10.3pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,000 | $6,491-23.0% | $9,520-47.5% | $4,249+17.7% |
| Admin fee / account holder | $1,650 | $24,035-93.1% | $25,146-93.4% | $8,951-81.6% |