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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 | $7,569 | $70,486-89.3% | $100,535-92.5% | $79,856-90.5% |
| Participation rate | 91.5% | 73.6%+17.8pp | 79.4%+12.0pp | 69.6%+21.8pp |
| Annual return | 87.63% | 21.90%+65.7pp | 30.90%+56.7pp | 31.71%+55.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,539 | $5,182+6.9% | $6,271-11.7% | $3,741+48.1% |
| Admin fee / account holder | $831 | $4,480-81.4% | $8,085-89.7% | $5,306-84.3% |