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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 | $9,472 | $109,411-91.3% | $89,435-89.4% | $158,982-94.0% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.4pp | 82.0%-10.5pp |
| Annual return | 21.91% | 345.68%-323.8pp | 245.55%-223.6pp | 302.99%-281.1pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,948 | $4,600+7.6% | $3,890+27.2% | $5,983-17.3% |
| Admin fee / account holder | $813 | $6,159-86.8% | $4,884-83.3% | $11,252-92.8% |