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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 | $9,519 | $77,472-87.7% | $100,415-90.5% | $80,959-88.2% |
| Participation rate | 76.0% | 76.9%-0.9pp | 81.5%-5.5pp | 67.7%+8.3pp |
| Annual return | 65.63% | 37.26%+28.4pp | 49.47%+16.2pp | 35.67%+30.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,850 | $6,818-14.2% | $8,091-27.7% | $4,300+36.0% |
| Admin fee / account holder | $959 | $5,885-83.7% | $7,906-87.9% | $6,925-86.2% |