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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 | $9,890 | $106,524-90.7% | $152,301-93.5% | $87,485-88.7% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.4%-9.1pp | 68.9%+4.4pp |
| Annual return | 0.00% | 26.89%-26.9pp | 80.50%-80.5pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,305 | $6,525+27.3% | $8,004+3.8% | $4,274+94.3% |
| Admin fee / account holder | $1,063 | $8,287-87.2% | $14,398-92.6% | $7,775-86.3% |