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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 | $7,976 | $124,346-93.6% | $111,308-92.8% | $167,536-95.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 19.69% | 37.45%-17.8pp | 54.67%-35.0pp | 478.82%-459.1pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,572 | $5,182-31.1% | $4,487-20.4% | $6,342-43.7% |
| Admin fee / account holder | $1,659 | $10,621-84.4% | $7,965-79.2% | $12,315-86.5% |