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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 | $10,565 | $89,367-88.2% | $141,191-92.5% | $72,975-85.5% |
| Participation rate | 80.7% | 75.1%+5.6pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 98.12% | 111.87%-13.8pp | 71.41%+26.7pp | 81.01%+17.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,753 | $5,419+24.6% | $6,710+0.6% | $3,608+87.2% |
| Admin fee / account holder | $1,594 | $5,957-73.2% | $10,264-84.5% | $5,124-68.9% |