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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 | $9,985 | $107,666-90.7% | $102,184-90.2% | $154,746-93.5% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.6%+9.1pp | 80.7%+11.0pp |
| Annual return | 79.23% | 29.33%+49.9pp | 31.58%+47.7pp | 172.34%-93.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,372 | $8,719-15.5% | $8,309-11.3% | $6,730+9.5% |
| Admin fee / account holder | $7,654 | $12,943-40.9% | $11,609-34.1% | $14,365-46.7% |