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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 | $9,166 | $82,678-88.9% | $125,391-92.7% | $68,490-86.6% |
| Participation rate | 94.3% | 75.1%+19.3pp | 82.4%+12.0pp | 67.9%+26.4pp |
| Annual return | 44.99% | -5.97%+51.0pp | 572.41%-527.4pp | -7.85%+52.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,705 | $6,111+26.1% | $7,448+3.4% | $4,028+91.3% |
| Admin fee / account holder | $876 | $6,277-86.0% | $10,009-91.2% | $5,403-83.8% |