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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 | $6,897 | $111,814-93.8% | $93,654-92.6% | $145,959-95.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 28.03% | 203.30%-175.3pp | 133.34%-105.3pp | 561.95%-533.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,757 | $4,914+17.1% | $4,413+30.5% | $6,689-13.9% |
| Admin fee / account holder | $5,454 | $10,246-46.8% | $8,282-34.2% | $13,398-59.3% |