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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 | $8,086 | $93,598-91.4% | $135,974-94.1% | $75,173-89.2% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | 48.21% | 30.89%+17.3pp | 68.30%-20.1pp | 160.72%-112.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,919 | $6,405-54.4% | $7,760-62.4% | $4,126-29.3% |
| Admin fee / account holder | $3,416 | $6,978-51.0% | $10,767-68.3% | $5,651-39.5% |