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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 | $8,009 | $108,882-92.6% | $96,754-91.7% | $154,746-94.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 19.07% | 98.39%-79.3pp | 82.04%-63.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,978 | $5,323-62.8% | $4,758-58.4% | $6,730-70.6% |
| Admin fee / account holder | $340 | $10,200-96.7% | $8,905-96.2% | $14,365-97.6% |