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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 | $14,131 | $107,079-86.8% | $151,266-90.7% | $87,485-83.8% |
| Participation rate | 81.8% | 71.1%+10.7pp | 77.0%+4.8pp | 68.9%+12.9pp |
| Annual return | 19.44% | 22.17%-2.7pp | 180.60%-161.2pp | 26.06%-6.6pp |
| Employer contribution / active EE | $0 | $3,174-100.0% | $4,237-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,831 | $5,789+18.0% | $7,337-6.9% | $4,274+59.8% |
| Admin fee / account holder | $1,115 | $8,059-86.2% | $13,159-91.5% | $7,775-85.7% |