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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 | $11,841 | $73,019-83.8% | $90,766-87.0% | $68,490-82.7% |
| Participation rate | 92.9% | 70.8%+22.0pp | 75.7%+17.2pp | 67.9%+25.0pp |
| Annual return | 1.07% | -13.81%+14.9pp | -12.16%+13.2pp | -7.85%+8.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,084 | $3,626+122.9% | $4,565+77.1% | $4,028+100.7% |
| Admin fee / account holder | $1,640 | $5,897-72.2% | $8,446-80.6% | $5,403-69.6% |