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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 | $61,815-85.5% | $97,295-90.8% | $80,959-88.9% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.7%+24.3pp | 67.7%+29.3pp |
| Annual return | 15.26% | -558.73%+574.0pp | 75.62%-60.4pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,058 | $3,027+34.1% | $4,264-4.8% | $4,300-5.6% |
| Admin fee / account holder | $3,280 | $5,166-36.5% | $5,646-41.9% | $6,925-52.6% |