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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 | $10,117 | $71,353-85.8% | $92,805-89.1% | $86,983-88.4% |
| Participation rate | 90.7% | 80.9%+9.9pp | 83.5%+7.2pp | 69.5%+21.2pp |
| Annual return | 0.00% | 44.68%-44.7pp | 31.59%-31.6pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,850 | $6,966+12.7% | $8,448-7.1% | $4,194+87.2% |
| Admin fee / account holder | $1,506 | $6,099-75.3% | $10,911-86.2% | $7,856-80.8% |