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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 | $4,533 | $78,690-94.2% | $161,489-97.2% | $87,485-94.8% |
| Participation rate | 83.0% | 67.5%+15.5pp | 78.7%+4.3pp | 68.9%+14.0pp |
| Annual return | 55.32% | 32.74%+22.6pp | 89.72%-34.4pp | 26.06%+29.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,818 | $3,311-45.1% | $5,630-67.7% | $4,274-57.5% |
| Admin fee / account holder | $705 | $6,724-89.5% | $16,006-95.6% | $7,775-90.9% |