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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 | $13,081 | $98,766-86.8% | $149,730-91.3% | $79,852-83.6% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 38.45% | 27.43%+11.0pp | 276.70%-238.2pp | 31.72%+6.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,852 | $5,681+38.2% | $6,843+14.8% | $3,740+109.9% |
| Admin fee / account holder | $2,913 | $6,052-51.9% | $9,310-68.7% | $5,306-45.1% |