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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 | $6,956 | $109,344-93.6% | $89,400-92.2% | $158,950-95.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 27.91% | 345.73%-317.8pp | 245.64%-217.7pp | 302.91%-275.0pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,512 | $4,599-45.4% | $3,890-35.4% | $5,983-58.0% |
| Admin fee / account holder | $370 | $6,154-94.0% | $4,882-92.4% | $11,248-96.7% |