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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 | $145,431-95.5% | $211,142-96.9% | $87,485-92.4% |
| Participation rate | 89.7% | 84.7%+4.9pp | 87.3%+2.4pp | 68.9%+20.7pp |
| Annual return | 28.16% | 27.21%+1.0pp | 46.84%-18.7pp | 26.06%+2.1pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,000 | $6,859-27.1% | $9,284-46.1% | $4,274+17.0% |
| Admin fee / account holder | $1,650 | $17,052-90.3% | $19,076-91.3% | $7,775-78.8% |