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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 | $100,784-90.7% | $191,597-95.1% | $82,637-88.7% |
| Participation rate | 82.0% | 70.5%+11.6pp | 76.9%+5.1pp | 68.1%+14.0pp |
| Annual return | 0.00% | 18.13%-18.1pp | 27.07%-27.1pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $5,025-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,380 | $4,937+29.2% | $6,850-6.9% | $4,126+54.6% |
| Admin fee / account holder | $380 | $10,062-96.2% | $22,799-98.3% | $7,339-94.8% |