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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 | $7,498 | $70,684-89.4% | $169,390-95.6% | $75,173-90.0% |
| Participation rate | 80.0% | 64.8%+15.2pp | 77.2%+2.8pp | 67.2%+12.8pp |
| Annual return | 38.68% | 36.38%+2.3pp | 406.07%-367.4pp | 160.72%-122.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,921 | $4,310-32.2% | $6,222-53.1% | $4,126-29.2% |
| Admin fee / account holder | $743 | $5,404-86.2% | $9,015-91.8% | $5,651-86.8% |