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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 | $6,970 | $108,882-93.6% | $96,754-92.8% | $154,746-95.5% |
| Participation rate | 87.5% | 75.1%+12.4pp | 70.3%+17.2pp | 80.7%+6.8pp |
| Annual return | 17.79% | 98.39%-80.6pp | 82.04%-64.2pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,581 | $5,323-51.5% | $4,758-45.8% | $6,730-61.7% |
| Admin fee / account holder | $846 | $10,200-91.7% | $8,905-90.5% | $14,365-94.1% |