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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 | $8,571 | $111,878-92.3% | $93,727-90.9% | $145,897-94.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 17.99% | 204.28%-186.3pp | 133.83%-115.8pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,305 | $4,920+48.5% | $4,417+65.4% | $6,689+9.2% |
| Admin fee / account holder | $4,151 | $10,256-59.5% | $8,292-49.9% | $13,390-69.0% |