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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 | $10,115 | $81,870-87.6% | $119,608-91.5% | $68,495-85.2% |
| Participation rate | 91.2% | 71.9%+19.3pp | 79.3%+12.0pp | 67.9%+23.3pp |
| Annual return | 12.24% | -23.82%+36.1pp | -14.98%+27.2pp | -7.84%+20.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,755 | $4,148+38.7% | $5,601+2.7% | $4,028+42.9% |
| Admin fee / account holder | $1,282 | $6,583-80.5% | $10,326-87.6% | $5,403-76.3% |