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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 | $5,818 | $61,125-90.5% | $94,057-93.8% | $87,485-93.4% |
| Participation rate | 97.4% | 64.1%+33.3pp | 73.3%+24.0pp | 68.9%+28.4pp |
| Annual return | 19.90% | 35.20%-15.3pp | 480.62%-460.7pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,274 | $3,260-30.3% | $4,709-51.7% | $4,274-46.8% |
| Admin fee / account holder | $432 | $5,629-92.3% | $7,244-94.0% | $7,775-94.4% |