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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 | $77,492-89.9% | $100,398-92.2% | $80,911-90.4% |
| Participation rate | 85.7% | 76.9%+8.8pp | 81.5%+4.2pp | 67.6%+18.1pp |
| Annual return | 22.56% | 37.23%-14.7pp | 49.32%-26.8pp | 35.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,961 | $6,817+16.8% | $8,084-1.5% | $4,297+85.3% |
| Admin fee / account holder | $1,829 | $5,892-69.0% | $7,893-76.8% | $6,935-73.6% |