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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 | $8,020 | $77,908-89.7% | $149,696-94.6% | $75,173-89.3% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 134.61% | 31.73%+102.9pp | 134.46%+0.2pp | 160.72%-26.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,163 | $3,411-7.3% | $5,682-44.3% | $4,126-23.3% |
| Admin fee / account holder | $510 | $5,950-91.4% | $13,212-96.1% | $5,651-91.0% |