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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 | $11,848 | $93,598-87.3% | $135,974-91.3% | $75,173-84.2% |
| Participation rate | 82.6% | 75.2%+7.4pp | 81.9%+0.7pp | 67.2%+15.4pp |
| Annual return | 102.00% | 30.89%+71.1pp | 68.30%+33.7pp | 160.72%-58.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,094 | $6,405+10.8% | $7,760-8.6% | $4,126+71.9% |
| Admin fee / account holder | $1,004 | $6,978-85.6% | $10,767-90.7% | $5,651-82.2% |