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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 | $13,157 | $93,617-85.9% | $135,982-90.3% | $75,177-82.5% |
| Participation rate | 86.2% | 75.2%+11.0pp | 81.9%+4.2pp | 67.2%+18.9pp |
| Annual return | 112.10% | 30.89%+81.2pp | 68.32%+43.8pp | 160.75%-48.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,311 | $6,406-17.1% | $7,760-31.6% | $4,126+28.7% |
| Admin fee / account holder | $894 | $6,980-87.2% | $10,767-91.7% | $5,651-84.2% |