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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 | $6,731 | $77,358-91.3% | $102,184-93.4% | $87,485-92.3% |
| Participation rate | 77.8% | 78.7%-0.9pp | 82.6%-4.8pp | 68.9%+8.8pp |
| Annual return | 73.26% | 41.11%+32.2pp | 31.58%+41.7pp | 26.06%+47.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,914 | $6,753-12.4% | $8,309-28.8% | $4,274+38.4% |
| Admin fee / account holder | $2,232 | $6,809-67.2% | $11,609-80.8% | $7,775-71.3% |