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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 | $10,161 | $77,460-86.9% | $100,378-89.9% | $80,925-87.4% |
| Participation rate | 91.5% | 76.9%+14.5pp | 81.5%+10.0pp | 67.7%+23.8pp |
| Annual return | 0.00% | 37.24%-37.2pp | 49.41%-49.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,821 | $6,818+44.0% | $8,087+21.4% | $4,299+128.5% |
| Admin fee / account holder | $569 | $5,887-90.3% | $7,899-92.8% | $6,940-91.8% |