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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 | $7,831 | $156,616-95.0% | $133,346-94.1% | $198,609-96.1% |
| Participation rate | 94.1% | 77.7%+16.4pp | 72.8%+21.3pp | 82.4%+11.7pp |
| Annual return | 54.56% | 44.25%+10.3pp | 36.85%+17.7pp | 202.70%-148.1pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,775 | $4,920-2.9% | $4,332+10.2% | $6,977-31.6% |
| Admin fee / account holder | $691 | $17,468-96.0% | $14,264-95.2% | $19,030-96.4% |