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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 | $9,452 | $123,793-92.4% | $177,848-94.7% | $79,856-88.2% |
| Participation rate | 84.4% | 84.7%-0.2pp | 87.7%-3.3pp | 69.6%+14.8pp |
| Annual return | 64.31% | 22.82%+41.5pp | 48.33%+16.0pp | 31.71%+32.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,027 | $5,956+1.2% | $7,714-21.9% | $3,741+61.1% |
| Admin fee / account holder | $1,134 | $7,243-84.3% | $12,431-90.9% | $5,306-78.6% |