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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 | $106,864-82.0% | $147,318-86.9% | $82,637-76.7% |
| Participation rate | 74.7% | 75.5%-0.8pp | 82.1%-7.4pp | 68.1%+6.6pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,032 | $6,496-7.1% | $7,906-23.7% | $4,126+46.2% |
| Admin fee / account holder | $1,205 | $8,415-85.7% | $13,708-91.2% | $7,339-83.6% |