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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 | $8,198 | $87,225-90.6% | $158,226-94.8% | $94,015-91.3% |
| Participation rate | 75.0% | 67.9%+7.1pp | 74.8%+0.2pp | 70.8%+4.2pp |
| Annual return | 19.45% | 16.34%+3.1pp | 501.41%-482.0pp | 17.84%+1.6pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,069 | $3,405-39.2% | $4,317-52.1% | $4,249-51.3% |
| Admin fee / account holder | $438 | $7,888-94.4% | $10,217-95.7% | $8,951-95.1% |