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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 | $5,769 | $82,678-93.0% | $125,391-95.4% | $68,490-91.6% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | 8.16% | -5.97%+14.1pp | 572.41%-564.3pp | -7.85%+16.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,308 | $6,111+35.9% | $7,448+11.5% | $4,028+106.3% |
| Admin fee / account holder | $1,535 | $6,277-75.5% | $10,009-84.7% | $5,403-71.6% |