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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 | $7,759 | $77,901-90.0% | $149,717-94.8% | $75,181-89.7% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 53.59% | 31.73%+21.9pp | 134.41%-80.8pp | 160.69%-107.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,253 | $3,411-4.6% | $5,682-42.7% | $4,126-21.1% |
| Admin fee / account holder | $739 | $5,949-87.6% | $13,213-94.4% | $5,650-86.9% |