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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 | $8,309 | $106,524-92.2% | $152,301-94.5% | $87,485-90.5% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.4%-6.4pp | 68.9%+7.2pp |
| Annual return | 70.32% | 26.89%+43.4pp | 80.50%-10.2pp | 26.06%+44.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,181 | $6,525-51.2% | $8,004-60.3% | $4,274-25.6% |
| Admin fee / account holder | $2,202 | $8,287-73.4% | $14,398-84.7% | $7,775-71.7% |