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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 | $12,140 | $82,674-85.3% | $125,381-90.3% | $68,486-82.3% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | 5.85% | -5.97%+11.8pp | 572.31%-566.5pp | -7.85%+13.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,707 | $6,111-39.3% | $7,448-50.2% | $4,028-8.0% |
| Admin fee / account holder | $2,374 | $6,277-62.2% | $10,007-76.3% | $5,404-56.1% |