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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 | $13,164 | $102,429-87.1% | $147,096-91.1% | $80,925-83.7% |
| Participation rate | 87.2% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 17.23% | 135.02%-117.8pp | 419.75%-402.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,631 | $6,649-0.3% | $8,071-17.8% | $4,299+54.3% |
| Admin fee / account holder | $1,566 | $7,957-80.3% | $13,005-88.0% | $6,940-77.4% |