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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 | $5,097 | $98,776-94.8% | $149,745-96.6% | $79,856-93.6% |
| Participation rate | 75.6% | 75.8%-0.1pp | 82.5%-6.8pp | 69.6%+6.0pp |
| Annual return | 34.58% | 27.38%+7.2pp | 276.72%-242.1pp | 31.71%+2.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,544 | $5,681-55.2% | $6,843-62.8% | $3,741-32.0% |
| Admin fee / account holder | $1,332 | $6,053-78.0% | $9,312-85.7% | $5,306-74.9% |