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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 | $10,528 | $77,492-86.4% | $100,398-89.5% | $80,911-87.0% |
| Participation rate | 86.1% | 76.9%+9.2pp | 81.5%+4.6pp | 67.6%+18.5pp |
| Annual return | 276.45% | 37.23%+239.2pp | 49.32%+227.1pp | 35.63%+240.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,431 | $6,817-20.3% | $8,084-32.8% | $4,297+26.4% |
| Admin fee / account holder | $854 | $5,892-85.5% | $7,893-89.2% | $6,935-87.7% |