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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 | $13,653 | $63,365-78.5% | $91,994-85.2% | $72,975-81.3% |
| Participation rate | 90.3% | 72.5%+17.8pp | 78.6%+11.7pp | 69.5%+20.8pp |
| Annual return | 106.37% | 35.35%+71.0pp | 69.04%+37.3pp | 81.01%+25.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,121 | $4,883+4.9% | $5,924-13.5% | $3,608+42.0% |
| Admin fee / account holder | $367 | $4,670-92.1% | $7,744-95.3% | $5,124-92.8% |