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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 | $6,382 | $114,712-94.4% | $173,730-96.3% | $87,485-92.7% |
| Participation rate | 78.9% | 73.0%+6.0pp | 79.6%-0.6pp | 68.9%+10.0pp |
| Annual return | 58.67% | 20.18%+38.5pp | 19.96%+38.7pp | 26.06%+32.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,141 | $4,642-32.3% | $6,326-50.4% | $4,274-26.5% |
| Admin fee / account holder | $508 | $10,210-95.0% | $17,523-97.1% | $7,775-93.5% |