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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 | $5,398 | $78,690-93.1% | $161,489-96.7% | $87,485-93.8% |
| Participation rate | 84.1% | 67.5%+16.6pp | 78.7%+5.4pp | 68.9%+15.2pp |
| Annual return | 49.38% | 32.74%+16.6pp | 89.72%-40.3pp | 26.06%+23.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,295 | $3,311-30.7% | $5,630-59.2% | $4,274-46.3% |
| Admin fee / account holder | $714 | $6,724-89.4% | $16,006-95.5% | $7,775-90.8% |