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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 | $9,211 | $123,793-92.6% | $177,840-94.8% | $79,852-88.5% |
| Participation rate | 81.3% | 84.7%-3.4pp | 87.7%-6.5pp | 69.6%+11.6pp |
| Annual return | 141.53% | 22.82%+118.7pp | 48.32%+93.2pp | 31.72%+109.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,740 | $5,956-37.2% | $7,714-51.5% | $3,7400% |
| Admin fee / account holder | $1,025 | $7,243-85.8% | $12,431-91.8% | $5,306-80.7% |