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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 | $11,283 | $53,128-78.8% | $86,582-87.0% | $70,126-83.9% |
| Participation rate | 90.0% | 65.3%+24.7pp | 73.5%+16.5pp | 69.5%+20.5pp |
| Annual return | 14.51% | 27.66%-13.2pp | 965.08%-950.6pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,971 | $2,695-26.9% | $3,609-45.4% | $3,332-40.9% |
| Admin fee / account holder | $10,339 | $3,584+188.5% | $4,904+110.8% | $4,645+122.6% |