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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 | $11,183 | $127,790-91.2% | $106,554-89.5% | $167,553-93.3% |
| Participation rate | 92.3% | 78.3%+14.0pp | 76.1%+16.2pp | 82.1%+10.2pp |
| Annual return | 11.22% | 33.88%-22.7pp | 26.80%-15.6pp | 478.89%-467.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,676 | $5,088-67.1% | $4,398-61.9% | $6,343-73.6% |
| Admin fee / account holder | $1,057 | $11,231-90.6% | $7,408-85.7% | $12,316-91.4% |