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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 | $7,625 | $102,638-92.6% | $81,991-90.7% | $158,966-95.2% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.3%+0.7pp | 82.0%-12.0pp |
| Annual return | 33.65% | 61.05%-27.4pp | 41.31%-7.7pp | 302.95%-269.3pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,661 | $4,649-42.8% | $3,722-28.5% | $5,983-55.5% |
| Admin fee / account holder | $311 | $8,237-96.2% | $5,665-94.5% | $11,250-97.2% |