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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 | $13,725 | $89,364-84.6% | $141,177-90.3% | $72,983-81.2% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 47.38% | 111.86%-64.5pp | 71.40%-24.0pp | 81.01%-33.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,963 | $5,419+65.4% | $6,710+33.6% | $3,608+148.4% |
| Admin fee / account holder | $1,669 | $5,959-72.0% | $10,263-83.7% | $5,124-67.4% |