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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 | $8,744 | $84,953-89.7% | $163,379-94.6% | $82,637-89.4% |
| Participation rate | 79.3% | 65.9%+13.4pp | 76.8%+2.5pp | 68.1%+11.3pp |
| Annual return | 19.26% | 23.07%-3.8pp | 63.41%-44.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,926 | $4,326+60.1% | $6,282+10.3% | $4,126+67.9% |
| Admin fee / account holder | $497 | $7,921-93.7% | $9,818-94.9% | $7,339-93.2% |