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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 | $10,135 | $106,749-90.5% | $145,433-93.0% | $82,448-87.7% |
| Participation rate | 80.6% | 75.6%+5.0pp | 82.1%-1.5pp | 68.1%+12.6pp |
| Annual return | 46.99% | 27.59%+19.4pp | 66.58%-19.6pp | 41.64%+5.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,688 | $6,519+64.0% | $7,897+35.3% | $4,139+158.2% |
| Admin fee / account holder | $2,014 | $8,390-76.0% | $13,129-84.7% | $7,234-72.2% |