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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 | $6,283 | $103,038-93.9% | $90,324-93.0% | $152,909-95.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.93% | 95.25%-67.3pp | 78.15%-50.2pp | 345.46%-317.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,300 | $4,282-46.3% | $3,885-40.8% | $5,851-60.7% |
| Admin fee / account holder | $1,373 | $6,177-77.8% | $5,356-74.4% | $11,601-88.2% |