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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 | $9,288 | $78,197-88.1% | $98,090-90.5% | $82,637-88.8% |
| Participation rate | 88.7% | 77.5%+11.2pp | 81.5%+7.1pp | 68.1%+20.6pp |
| Annual return | 88.26% | 40.25%+48.0pp | 37.05%+51.2pp | 53.51%+34.8pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,584 | $6,636-30.9% | $7,845-41.6% | $4,126+11.1% |
| Admin fee / account holder | $412 | $14,832-97.2% | $11,815-96.5% | $7,339-94.4% |