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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 | $7,270 | $106,918-93.2% | $84,021-91.3% | $152,897-95.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 17.65% | 105.01%-87.4pp | 71.32%-53.7pp | 345.43%-327.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,952 | $4,012-1.5% | $3,239+22.0% | $5,851-32.5% |
| Admin fee / account holder | $1,128 | $8,288-86.4% | $6,102-81.5% | $11,599-90.3% |