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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 | $15,569 | $58,828-73.5% | $78,002-80.0% | $62,881-75.2% |
| Participation rate | 84.4% | 71.1%+13.3pp | 75.5%+8.8pp | 69.3%+15.1pp |
| Annual return | 6.61% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,158 | $2,686-56.9% | $3,497-66.9% | $3,203-63.8% |
| Admin fee / account holder | $319 | $4,393-92.7% | $5,481-94.2% | $4,296-92.6% |