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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 | $11,829 | $56,339-79.0% | $104,301-88.7% | $68,486-82.7% |
| Participation rate | 89.5% | 63.3%+26.2pp | 73.3%+16.2pp | 67.9%+21.6pp |
| Annual return | 75.87% | -9.19%+85.1pp | 24.61%+51.3pp | -7.85%+83.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,632 | $3,077+148.0% | $4,626+65.0% | $4,028+89.5% |
| Admin fee / account holder | $1,379 | $4,902-71.9% | $7,340-81.2% | $5,404-74.5% |