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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 | $14,893 | $123,478-87.9% | $216,567-93.1% | $94,015-84.2% |
| Participation rate | 83.3% | 75.1%+8.2pp | 81.6%+1.7pp | 70.8%+12.5pp |
| Annual return | 50.55% | 23.61%+26.9pp | 12.94%+37.6pp | 17.84%+32.7pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,780 | $4,556-17.0% | $6,191-38.9% | $4,249-11.0% |
| Admin fee / account holder | $612 | $12,753-95.2% | $21,981-97.2% | $8,951-93.2% |