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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 | $6,328 | $89,367-92.9% | $141,191-95.5% | $72,975-91.3% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 22.49% | 111.87%-89.4pp | 71.41%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,916 | $5,419+9.2% | $6,710-11.8% | $3,608+64.0% |
| Admin fee / account holder | $2,767 | $5,957-53.5% | $10,264-73.0% | $5,124-46.0% |