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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 | $10,934 | $89,259-87.8% | $107,187-89.8% | $82,637-86.8% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 272.40% | 21.02%+251.4pp | 204.55%+67.9pp | 53.51%+218.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,614 | $4,037+39.0% | $5,096+10.2% | $4,126+36.1% |
| Admin fee / account holder | $587 | $7,381-92.0% | $9,162-93.6% | $7,339-92.0% |