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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 | $7,641 | $73,787-89.6% | $98,716-92.3% | $82,448-90.7% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 21.47% | 18.57%+2.9pp | 31.81%-10.3pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,720 | $3,081-44.2% | $4,048-57.5% | $4,139-58.4% |
| Admin fee / account holder | $612 | $6,500-90.6% | $8,703-93.0% | $7,234-91.5% |