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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 | $7,939 | $106,749-92.6% | $145,433-94.5% | $82,448-90.4% |
| Participation rate | 93.9% | 75.6%+18.2pp | 82.1%+11.8pp | 68.1%+25.8pp |
| 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 | $7,085 | $6,519+8.7% | $7,897-10.3% | $4,139+71.2% |
| Admin fee / account holder | $1,148 | $8,390-86.3% | $13,129-91.3% | $7,234-84.1% |