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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 | $9,864 | $105,198-90.6% | $159,455-93.8% | $85,856-88.5% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.8%-2.1pp | 69.3%+11.5pp |
| Annual return | 20.51% | 45.08%-24.6pp | 263.63%-243.1pp | 318.58%-298.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,554 | $5,946-40.2% | $7,353-51.7% | $3,952-10.1% |
| Admin fee / account holder | $671 | $6,934-90.3% | $10,800-93.8% | $6,261-89.3% |