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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 | $9,312 | $112,729-91.7% | $98,716-90.6% | $137,256-93.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 271.95% | 38.48%+233.5pp | 31.81%+240.1pp | 220.34%+51.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,117 | $4,640-32.8% | $4,048-23.0% | $6,407-51.3% |
| Admin fee / account holder | $394 | $10,129-96.1% | $8,703-95.5% | $12,270-96.8% |