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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 | $12,456 | $117,895-89.4% | $102,460-87.8% | $145,897-91.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.35% | 31.92%-21.6pp | 29.47%-19.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,326 | $5,736-42.0% | $5,056-34.2% | $6,689-50.3% |
| Admin fee / account holder | $2,102 | $13,353-84.3% | $9,460-77.8% | $13,390-84.3% |