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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 | $10,551 | $55,457-81.0% | $77,361-86.4% | $94,015-88.8% |
| Participation rate | 86.7% | 69.8%+16.8pp | 75.0%+11.7pp | 70.8%+15.8pp |
| Annual return | 13.58% | 15.57%-2.0pp | 1011.54%-998.0pp | 17.84%-4.3pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,761 | $3,069-42.6% | $3,911-55.0% | $4,249-58.6% |
| Admin fee / account holder | $4,312 | $4,334-0.5% | $5,894-26.8% | $8,951-51.8% |