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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 | $7,305 | $77,814-90.6% | $158,223-95.4% | $86,983-91.6% |
| Participation rate | 83.9% | 68.4%+15.5pp | 79.2%+4.7pp | 69.5%+14.3pp |
| Annual return | 22.23% | 30.54%-8.3pp | 52.09%-29.9pp | 25.83%-3.6pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,418 | $3,270+4.5% | $5,467-37.5% | $4,194-18.5% |
| Admin fee / account holder | $4,244 | $5,879-27.8% | $16,047-73.6% | $7,856-46.0% |