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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 | $61,125-87.3% | $94,057-91.8% | $87,485-91.1% |
| Participation rate | 97.6% | 64.1%+33.6pp | 73.3%+24.3pp | 68.9%+28.7pp |
| Annual return | 328.29% | 35.20%+293.1pp | 480.62%-152.3pp | 26.06%+302.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,917 | $3,260+81.5% | $4,709+25.6% | $4,274+38.5% |
| Admin fee / account holder | $372 | $5,629-93.4% | $7,244-94.9% | $7,775-95.2% |