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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 | $9,355 | $46,360-79.8% | $147,617-93.7% | $52,331-82.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.16% | 1.62%-1.8pp | 61.98%-62.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,722 | $2,258-23.7% | $4,895-64.8% | $3,022-43.0% |
| Admin fee / account holder | $463 | $766-39.6% | $11,612-96.0% | $592-21.8% |