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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 | $106,749-81.9% | $145,433-86.7% | $82,448-76.6% |
| Participation rate | 74.7% | 75.6%-1.0pp | 82.1%-7.4pp | 68.1%+6.6pp |
| Annual return | 0.00% | 27.59%-27.6pp | 66.58%-66.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,032 | $6,519-7.5% | $7,897-23.6% | $4,139+45.7% |
| Admin fee / account holder | $1,205 | $8,390-85.6% | $13,129-90.8% | $7,234-83.3% |