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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 | $5,708 | $63,845-91.1% | $81,370-93.0% | $80,959-92.9% |
| Participation rate | 95.2% | 63.9%+31.4pp | 69.5%+25.7pp | 67.7%+27.6pp |
| Annual return | 186.44% | 16.37%+170.1pp | 24.85%+161.6pp | 35.67%+150.8pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,683 | $3,093+51.4% | $3,885+20.5% | $4,300+8.9% |
| Admin fee / account holder | $320 | $5,688-94.4% | $5,749-94.4% | $6,925-95.4% |