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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 | $8,867 | $89,370-90.1% | $141,197-93.7% | $72,976-87.8% |
| Participation rate | 71.2% | 75.1%-3.9pp | 82.5%-11.2pp | 69.5%+1.7pp |
| Annual return | 56.05% | 111.88%-55.8pp | 71.41%-15.4pp | 81.02%-25.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,051 | $5,419-25.2% | $6,710-39.6% | $3,608+12.3% |
| Admin fee / account holder | $794 | $5,957-86.7% | $10,265-92.3% | $5,124-84.5% |