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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 | $8,251 | $106,864-92.3% | $147,318-94.4% | $82,637-90.0% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 195.54% | 27.49%+168.1pp | 70.43%+125.1pp | 53.51%+142.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,622 | $6,496-28.8% | $7,906-41.5% | $4,126+12.0% |
| Admin fee / account holder | $354 | $8,415-95.8% | $13,708-97.4% | $7,339-95.2% |