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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 | $19,283 | $99,875-80.7% | $146,866-86.9% | $86,983-77.8% |
| Participation rate | 74.7% | 75.8%-1.1pp | 82.5%-7.8pp | 69.5%+5.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 102.85%-102.9pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,032 | $6,322-4.6% | $7,759-22.3% | $4,194+43.8% |
| Admin fee / account holder | $1,205 | $7,838-84.6% | $13,620-91.2% | $7,856-84.7% |