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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 | $9,293 | $78,015-88.1% | $178,505-94.8% | $80,959-88.5% |
| Participation rate | 90.0% | 65.7%+24.3pp | 77.1%+12.9pp | 67.7%+22.3pp |
| Annual return | 210.77% | 18.10%+192.7pp | 27.16%+183.6pp | 35.67%+175.1pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,940 | $4,406+34.8% | $6,280-5.4% | $4,300+38.1% |
| Admin fee / account holder | $1,430 | $7,160-80.0% | $10,428-86.3% | $6,925-79.4% |