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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 | $3,797 | $108,825-96.5% | $156,181-97.6% | $82,448-95.4% |
| Participation rate | 79.7% | 72.4%+7.4pp | 78.8%+0.9pp | 68.1%+11.7pp |
| Annual return | 70.59% | 20.59%+50.0pp | 64.87%+5.7pp | 41.64%+29.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,095 | $4,577-54.2% | $6,132-65.8% | $4,139-49.4% |
| Admin fee / account holder | $336 | $9,341-96.4% | $14,586-97.7% | $7,234-95.4% |