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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 | $8,406 | $147,556-94.3% | $129,031-93.5% | $198,609-95.8% |
| Participation rate | 92.3% | 77.2%+15.1pp | 73.4%+19.0pp | 82.4%+9.9pp |
| Annual return | 86.62% | 37.41%+49.2pp | 34.67%+51.9pp | 202.70%-116.1pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,496 | $5,760-56.7% | $5,217-52.2% | $6,977-64.2% |
| Admin fee / account holder | $1,062 | $15,467-93.1% | $13,208-92.0% | $19,030-94.4% |