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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 | $47,479-90.7% | $62,929-93.0% | $82,448-94.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 29.41% | 20.34%+9.1pp | 1063.93%-1034.5pp | 41.64%-12.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,332 | $2,870-18.8% | $3,888-40.0% | $4,139-43.7% |
| Admin fee / account holder | $1,277 | $3,804-66.4% | $5,065-74.8% | $7,234-82.3% |