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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 | $71,353-90.6% | $92,805-92.7% | $86,983-92.3% |
| Participation rate | 77.8% | 80.9%-3.1pp | 83.5%-5.7pp | 69.5%+8.2pp |
| Annual return | 73.26% | 44.68%+28.6pp | 31.59%+41.7pp | 25.83%+47.4pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,914 | $6,966-15.1% | $8,448-30.0% | $4,194+41.0% |
| Admin fee / account holder | $2,232 | $6,099-63.4% | $10,911-79.5% | $7,856-71.6% |