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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 | $9,378 | $106,008-91.2% | $92,240-89.8% | $147,586-93.6% |
| Participation rate | 76.2% | 80.4%-4.2pp | 76.5%-0.3pp | 82.8%-6.6pp |
| Annual return | 18.06% | 50.05%-32.0pp | 176.29%-158.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,648 | $4,478-40.9% | $3,897-32.1% | $5,439-51.3% |
| Admin fee / account holder | $386 | $6,333-93.9% | $5,194-92.6% | $10,886-96.5% |