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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 | $5,176 | $79,184-93.5% | $102,438-94.9% | $74,546-93.1% |
| Participation rate | 76.2% | 74.8%+1.5pp | 76.5%-0.3pp | 67.2%+9.0pp |
| Annual return | 17.45% | 54.95%-37.5pp | 29.37%-11.9pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,165 | $4,414-51.0% | $5,054-57.2% | $4,347-50.2% |
| Admin fee / account holder | $1,111 | $2,001-44.5% | $9,448-88.2% | $1,944-42.8% |