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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 | $6,407 | $85,766-92.5% | $136,298-95.3% | $70,126-90.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 35.37% | 31.46%+3.9pp | 5156.27%-5120.9pp | 73.15%-37.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,028 | $5,051-20.3% | $6,247-35.5% | $3,332+20.9% |
| Admin fee / account holder | $1,528 | $5,421-71.8% | $9,244-83.5% | $4,645-67.1% |