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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 | $9,340 | $92,811-89.9% | $238,191-96.1% | $86,983-89.3% |
| Participation rate | 82.0% | 69.3%+12.7pp | 77.1%+4.9pp | 69.5%+12.5pp |
| Annual return | 0.00% | 16.16%-16.2pp | 13.02%-13.0pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,728-100.0% | $5,082-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,380 | $4,479+42.4% | $6,726-5.1% | $4,194+52.1% |
| Admin fee / account holder | $380 | $9,177-95.9% | $34,582-98.9% | $7,856-95.2% |