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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 | $7,799 | $77,472-89.9% | $100,415-92.2% | $80,959-90.4% |
| Participation rate | 85.7% | 76.9%+8.8pp | 81.5%+4.2pp | 67.7%+18.0pp |
| Annual return | 22.56% | 37.26%-14.7pp | 49.47%-26.9pp | 35.67%-13.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,961 | $6,818+16.8% | $8,091-1.6% | $4,300+85.1% |
| Admin fee / account holder | $1,829 | $5,885-68.9% | $7,906-76.9% | $6,925-73.6% |