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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 | $9,005 | $63,365-85.8% | $91,994-90.2% | $72,976-87.7% |
| Participation rate | 74.4% | 72.5%+1.9pp | 78.6%-4.2pp | 69.5%+4.9pp |
| Annual return | 75.99% | 35.35%+40.6pp | 69.04%+7.0pp | 81.02%-5.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,028 | $4,883+23.4% | $5,924+1.8% | $3,608+67.1% |
| Admin fee / account holder | $668 | $4,670-85.7% | $7,744-91.4% | $5,124-87.0% |