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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 | $8,349 | $132,634-93.7% | $115,768-92.8% | $137,256-93.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 17.67% | 160.70%-143.0pp | 100.46%-82.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,474 | $5,619-38.2% | $4,917-29.3% | $6,407-45.8% |
| Admin fee / account holder | $685 | $15,028-95.4% | $12,439-94.5% | $12,270-94.4% |