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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 | $7,395 | $114,013-93.5% | $103,693-92.9% | $155,188-95.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 69.51% | 49.31%+20.2pp | 47.61%+21.9pp | 148.84%-79.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,636 | $4,970-67.1% | $4,579-64.3% | $6,531-75.0% |
| Admin fee / account holder | $577 | $8,407-93.1% | $7,858-92.7% | $14,480-96.0% |