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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 | $7,496 | $109,863-93.2% | $98,477-92.4% | $167,518-95.5% |
| Participation rate | 77.8% | 75.8%+1.9pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 12.88% | 1958.09%-1945.2pp | 1493.59%-1480.7pp | 478.71%-465.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,295 | $4,673-8.1% | $4,276+0.4% | $6,342-32.3% |
| Admin fee / account holder | $1,233 | $6,755-81.7% | $5,951-79.3% | $12,312-90.0% |