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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 | $7,766 | $101,950-92.4% | $125,529-93.8% | $86,983-91.1% |
| Participation rate | 87.1% | 70.2%+16.9pp | 74.7%+12.4pp | 69.5%+17.6pp |
| Annual return | 45.74% | 18.29%+27.5pp | 202.56%-156.8pp | 25.83%+19.9pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,185 | $3,862+8.4% | $4,813-13.0% | $4,194-0.2% |
| Admin fee / account holder | $357 | $12,791-97.2% | $16,298-97.8% | $7,856-95.5% |