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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 | $3,273 | $93,345-96.5% | $119,126-97.3% | $87,485-96.3% |
| Participation rate | 89.7% | 68.7%+21.0pp | 75.8%+14.0pp | 68.9%+20.8pp |
| Annual return | 44.62% | 19.08%+25.5pp | 282.11%-237.5pp | 26.06%+18.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,644 | $4,099-11.1% | $5,318-31.5% | $4,274-14.7% |
| Admin fee / account holder | $705 | $8,039-91.2% | $10,693-93.4% | $7,775-90.9% |