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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 | $12,551 | $104,251-88.0% | $91,004-86.2% | $147,586-91.5% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,401 | $4,195-66.6% | $3,548-60.5% | $5,439-74.2% |
| Admin fee / account holder | $1,455 | $8,948-83.7% | $5,417-73.1% | $10,886-86.6% |