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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 | $7,699 | $93,589-91.8% | $135,942-94.3% | $75,181-89.8% |
| Participation rate | 78.0% | 75.2%+2.8pp | 81.9%-3.9pp | 67.2%+10.8pp |
| Annual return | 48.55% | 30.90%+17.6pp | 68.28%-19.7pp | 160.69%-112.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,778 | $6,405-56.6% | $7,759-64.2% | $4,126-32.7% |
| Admin fee / account holder | $452 | $6,977-93.5% | $10,764-95.8% | $5,650-92.0% |