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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 | $10,115 | $138,393-92.7% | $184,256-94.5% | $80,959-87.5% |
| Participation rate | 84.1% | 83.9%+0.2pp | 86.8%-2.7pp | 67.7%+16.4pp |
| Annual return | 126.18% | 20.01%+106.2pp | 28.85%+97.3pp | 35.67%+90.5pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,444 | $7,076-23.1% | $9,133-40.4% | $4,300+26.6% |
| Admin fee / account holder | $1,413 | $10,489-86.5% | $13,899-89.8% | $6,925-79.6% |