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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 | $78,690-90.7% | $161,489-95.5% | $87,485-91.7% |
| Participation rate | 83.9% | 67.5%+16.4pp | 78.7%+5.2pp | 68.9%+14.9pp |
| Annual return | 22.23% | 32.74%-10.5pp | 89.72%-67.5pp | 26.06%-3.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,418 | $3,311+3.2% | $5,630-39.3% | $4,274-20.0% |
| Admin fee / account holder | $4,244 | $6,724-36.9% | $16,006-73.5% | $7,775-45.4% |