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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 | $9,053 | $84,236-89.3% | $170,435-94.7% | $70,126-87.1% |
| Participation rate | 93.7% | 70.8%+22.8pp | 83.6%+10.1pp | 69.5%+24.1pp |
| Annual return | 19.31% | 23.06%-3.8pp | 205.94%-186.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $913 | $3,086-70.4% | $4,939-81.5% | $3,332-72.6% |
| Admin fee / account holder | $870 | $5,698-84.7% | $13,881-93.7% | $4,645-81.3% |