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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 | $3,760 | $106,923-96.5% | $84,023-95.5% | $152,909-97.5% |
| Participation rate | 85.7% | 75.3%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 21.10% | 105.02%-83.9pp | 71.32%-50.2pp | 345.46%-324.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,504 | $4,013-37.6% | $3,239-22.7% | $5,851-57.2% |
| Admin fee / account holder | $3,710 | $8,289-55.2% | $6,102-39.2% | $11,601-68.0% |