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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 | $6,735 | $76,368-91.2% | $67,681-90.0% | $154,746-95.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 12.28% | 1066.77%-1054.5pp | 590.58%-578.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,986 | $4,824-58.8% | $3,976-50.1% | $6,730-70.5% |
| Admin fee / account holder | $14,995 | $8,559+75.2% | $6,100+145.8% | $14,365+4.4% |