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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 | $8,983 | $61,789-85.5% | $97,167-90.8% | $80,874-88.9% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.7%+24.3pp | 67.6%+29.3pp |
| Annual return | 15.26% | -557.90%+573.2pp | 75.27%-60.0pp | 35.62%-20.4pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,058 | $3,028+34.0% | $4,264-4.8% | $4,297-5.6% |
| Admin fee / account holder | $3,280 | $5,168-36.5% | $5,650-42.0% | $6,935-52.7% |