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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 | $7,806 | $103,008-92.4% | $90,304-91.4% | $152,897-94.9% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.5%+10.4pp |
| Annual return | 15.37% | 95.22%-79.9pp | 78.13%-62.8pp | 345.43%-330.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,384 | $4,281-67.7% | $3,885-64.4% | $5,851-76.4% |
| Admin fee / account holder | $3,610 | $6,175-41.5% | $5,354-32.6% | $11,599-68.9% |