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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 | $15,649 | $78,197-80.0% | $98,090-84.0% | $82,637-81.1% |
| Participation rate | 88.3% | 77.5%+10.9pp | 81.5%+6.8pp | 68.1%+20.3pp |
| Annual return | 0.00% | 40.25%-40.2pp | 37.05%-37.0pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,536 | $6,636-16.6% | $7,845-29.4% | $4,126+34.2% |
| Admin fee / account holder | $825 | $14,832-94.4% | $11,815-93.0% | $7,339-88.8% |