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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 | $7,633 | $60,139-87.3% | $90,461-91.6% | $79,856-90.4% |
| Participation rate | 89.9% | 65.0%+24.9pp | 72.7%+17.2pp | 69.6%+20.2pp |
| Annual return | 10.45% | 71.96%-61.5pp | 1294.76%-1284.3pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,310 | $2,939-55.4% | $3,964-66.9% | $3,741-65.0% |
| Admin fee / account holder | $313 | $3,978-92.1% | $5,617-94.4% | $5,306-94.1% |