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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 | $11,582 | $93,589-87.6% | $135,942-91.5% | $75,181-84.6% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 52.67% | 30.90%+21.8pp | 68.28%-15.6pp | 160.69%-108.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,549 | $6,405+17.9% | $7,759-2.7% | $4,126+83.0% |
| Admin fee / account holder | $2,912 | $6,977-58.3% | $10,764-72.9% | $5,650-48.5% |