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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 | $9,486 | $77,472-87.8% | $100,415-90.6% | $80,959-88.3% |
| Participation rate | 94.4% | 76.9%+17.5pp | 81.5%+12.9pp | 67.7%+26.8pp |
| Annual return | 0.00% | 37.26%-37.3pp | 49.47%-49.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,635 | $6,818+26.7% | $8,091+6.7% | $4,300+100.8% |
| Admin fee / account holder | $753 | $5,885-87.2% | $7,906-90.5% | $6,925-89.1% |