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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 | $8,983 | $70,475-87.3% | $100,530-91.1% | $79,858-88.8% |
| Participation rate | 94.1% | 73.7%+20.5pp | 79.4%+14.7pp | 69.6%+24.5pp |
| Annual return | 117.19% | 21.90%+95.3pp | 30.89%+86.3pp | 31.72%+85.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,795 | $5,181+11.8% | $6,271-7.6% | $3,740+54.9% |
| Admin fee / account holder | $909 | $4,478-79.7% | $8,083-88.8% | $5,306-82.9% |