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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 | $15,732 | $124,346-87.3% | $111,308-85.9% | $167,536-90.6% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 17.95% | 37.45%-19.5pp | 54.67%-36.7pp | 478.82%-460.9pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,269 | $5,182+21.0% | $4,487+39.7% | $6,342-1.2% |
| Admin fee / account holder | $3,158 | $10,621-70.3% | $7,965-60.4% | $12,315-74.4% |