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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 | $13,625 | $99,875-86.4% | $146,866-90.7% | $86,983-84.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 16.06% | 28.10%-12.0pp | 102.85%-86.8pp | 25.83%-9.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,291 | $6,322-47.9% | $7,759-57.6% | $4,194-21.5% |
| Admin fee / account holder | $1,162 | $7,838-85.2% | $13,620-91.5% | $7,856-85.2% |