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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 | $7,842 | $87,225-91.0% | $158,226-95.0% | $94,015-91.7% |
| Participation rate | 89.6% | 67.9%+21.6pp | 74.8%+14.8pp | 70.8%+18.8pp |
| Annual return | 26.36% | 16.34%+10.0pp | 501.41%-475.0pp | 17.84%+8.5pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,562 | $3,405+4.6% | $4,317-17.5% | $4,249-16.2% |
| Admin fee / account holder | $816 | $7,888-89.7% | $10,217-92.0% | $8,951-90.9% |