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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 | $9,655 | $56,431-82.9% | $130,788-92.6% | $87,485-89.0% |
| Participation rate | 96.8% | 58.9%+37.9pp | 70.1%+26.7pp | 68.9%+27.9pp |
| Annual return | 18.64% | 91.27%-72.6pp | 386.44%-367.8pp | 26.06%-7.4pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,183 | $2,749-20.6% | $4,137-47.2% | $4,274-48.9% |
| Admin fee / account holder | $1,574 | $4,433-64.5% | $6,673-76.4% | $7,775-79.8% |