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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 | $6,717 | $91,086-92.6% | $203,872-96.7% | $86,983-92.3% |
| Participation rate | 81.5% | 65.8%+15.7pp | 77.8%+3.7pp | 69.5%+11.9pp |
| Annual return | 19.77% | 22.30%-2.5pp | 85.11%-65.3pp | 25.83%-6.1pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,446 | $4,019-39.1% | $6,388-61.7% | $4,194-41.7% |
| Admin fee / account holder | $326 | $8,987-96.4% | $11,730-97.2% | $7,856-95.9% |