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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 | $14,283 | $137,414-89.6% | $189,520-92.5% | $85,856-83.4% |
| Participation rate | 81.6% | 84.6%-3.0pp | 87.8%-6.2pp | 69.3%+12.3pp |
| Annual return | 26.39% | 38.14%-11.8pp | 555.25%-528.9pp | 318.58%-292.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,929 | $6,260+42.6% | $8,220+8.6% | $3,952+125.9% |
| Admin fee / account holder | $2,270 | $8,630-73.7% | $12,046-81.2% | $6,261-63.7% |