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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 | $10,273 | $77,638-86.8% | $156,551-93.4% | $62,881-83.7% |
| Participation rate | 95.7% | 71.2%+24.5pp | 84.0%+11.7pp | 69.3%+26.4pp |
| Annual return | 7.16% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,605 | $3,046-47.3% | $4,871-67.1% | $3,203-49.9% |
| Admin fee / account holder | $1,414 | $5,561-74.6% | $13,028-89.1% | $4,296-67.1% |