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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 | $8,702 | $100,911-91.4% | $90,440-90.4% | $158,966-94.5% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 16.19% | 1726.62%-1710.4pp | 1294.38%-1278.2pp | 302.95%-286.8pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,713 | $4,348+8.4% | $3,964+18.9% | $5,983-21.2% |
| Admin fee / account holder | $1,174 | $6,507-82.0% | $5,615-79.1% | $11,250-89.6% |