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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 | $7,751 | $64,920-88.1% | $103,693-92.5% | $86,983-91.1% |
| Participation rate | 97.6% | 63.6%+34.0pp | 72.6%+25.0pp | 69.5%+28.1pp |
| Annual return | 328.29% | 30.29%+298.0pp | 47.61%+280.7pp | 25.83%+302.5pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,917 | $3,241+82.6% | $4,579+29.2% | $4,194+41.1% |
| Admin fee / account holder | $372 | $6,191-94.0% | $7,858-95.3% | $7,856-95.3% |