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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 | $5,869 | $80,985-92.8% | $96,576-93.9% | $75,181-92.2% |
| Participation rate | 82.5% | 71.8%+10.7pp | 76.0%+6.5pp | 67.2%+15.3pp |
| Annual return | 189.36% | 27.05%+162.3pp | 25.87%+163.5pp | 160.69%+28.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,017 | $3,929+2.2% | $4,851-17.2% | $4,126-2.6% |
| Admin fee / account holder | $2,500 | $6,719-62.8% | $8,253-69.7% | $5,650-55.8% |