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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 | $7,454 | $56,134-86.7% | $96,171-92.2% | $85,847-91.3% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 16.63% | 42.30%-25.7pp | 192.04%-175.4pp | 318.61%-302.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,734 | $2,858+65.7% | $4,350+8.8% | $3,952+19.8% |
| Admin fee / account holder | $2,178 | $3,769-42.2% | $5,538-60.7% | $6,261-65.2% |