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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 | $8,213 | $93,057-91.2% | $153,500-94.6% | $80,925-89.9% |
| Participation rate | 91.4% | 69.0%+22.4pp | 77.1%+14.3pp | 67.7%+23.8pp |
| Annual return | 15.86% | 19.96%-4.1pp | 15.70%+0.2pp | 35.65%-19.8pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,434 | $5,179-53.0% | $6,756-64.0% | $4,299-43.4% |
| Admin fee / account holder | $1,972 | $8,885-77.8% | $12,736-84.5% | $6,940-71.6% |