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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 | $13,225 | $82,674-84.0% | $125,381-89.5% | $68,486-80.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | 11.08% | -5.97%+17.0pp | 572.31%-561.2pp | -7.85%+18.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,598 | $6,111-8.4% | $7,448-24.8% | $4,028+39.0% |
| Admin fee / account holder | $534 | $6,277-91.5% | $10,007-94.7% | $5,404-90.1% |