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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 | $9,178 | $71,873-87.2% | $86,698-89.4% | $68,490-86.6% |
| Participation rate | 77.4% | 72.2%+5.2pp | 76.6%+0.8pp | 67.9%+9.5pp |
| Annual return | 57.18% | 3.54%+53.6pp | 35.96%+21.2pp | -7.85%+65.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,765 | $3,779+26.1% | $4,656+2.3% | $4,028+18.3% |
| Admin fee / account holder | $3,200 | $6,110-47.6% | $7,492-57.3% | $5,403-40.8% |