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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 | $13,903 | $86,949-84.0% | $102,460-86.4% | $80,959-82.8% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.7%+8.2pp |
| Annual return | 98.12% | 18.89%+79.2pp | 29.47%+68.6pp | 35.67%+62.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,345 | $4,121+54.0% | $5,056+25.5% | $4,300+47.5% |
| Admin fee / account holder | $625 | $8,048-92.2% | $9,460-93.4% | $6,925-91.0% |