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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 | $9,655 | $56,116-82.8% | $135,768-92.9% | $86,983-88.9% |
| Participation rate | 96.8% | 60.1%+36.7pp | 71.1%+25.7pp | 69.5%+27.3pp |
| Annual return | 18.64% | 125.33%-106.7pp | 526.10%-507.5pp | 25.83%-7.2pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,183 | $2,690-18.9% | $3,977-45.1% | $4,194-48.0% |
| Admin fee / account holder | $1,574 | $4,314-63.5% | $7,048-77.7% | $7,856-80.0% |