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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 | $12,131 | $89,532-86.5% | $103,431-88.3% | $80,911-85.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 80.5%-5.5pp | 67.6%+7.4pp |
| Annual return | 0.00% | 22.80%-22.8pp | 23.92%-23.9pp | 35.63%-35.6pp |
| Employer contribution / active EE | $0 | $4,023-100.0% | $4,678-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,499 | $5,459+37.4% | $6,625+13.2% | $4,297+74.5% |
| Admin fee / account holder | $835 | $6,774-87.7% | $9,412-91.1% | $6,935-88.0% |