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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 | $4,421 | $48,011-90.8% | $63,803-93.1% | $82,637-94.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 29.41% | 19.84%+9.6pp | 543.72%-514.3pp | 53.51%-24.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,332 | $2,846-18.1% | $3,843-39.3% | $4,126-43.5% |
| Admin fee / account holder | $1,277 | $3,873-67.0% | $5,196-75.4% | $7,339-82.6% |