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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 | $9,699 | $106,923-90.9% | $84,023-88.5% | $152,909-93.7% |
| Participation rate | 70.0% | 75.3%-5.3pp | 69.0%+1.0pp | 82.5%-12.5pp |
| Annual return | 22.65% | 105.02%-82.4pp | 71.32%-48.7pp | 345.46%-322.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,163 | $4,013-21.2% | $3,239-2.4% | $5,851-45.9% |
| Admin fee / account holder | $2,185 | $8,289-73.6% | $6,102-64.2% | $11,601-81.2% |