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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 | $7,708 | $115,810-93.3% | $101,271-92.4% | $158,966-95.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 78.39% | 56.15%+22.2pp | 46.48%+31.9pp | 302.95%-224.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,883 | $4,958-1.5% | $4,371+11.7% | $5,983-18.4% |
| Admin fee / account holder | $550 | $7,248-92.4% | $5,948-90.8% | $11,250-95.1% |