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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 | $8,048 | $56,116-85.7% | $135,768-94.1% | $86,983-90.7% |
| Participation rate | 83.9% | 60.1%+23.7pp | 71.1%+12.8pp | 69.5%+14.3pp |
| Annual return | 24.28% | 125.33%-101.0pp | 526.10%-501.8pp | 25.83%-1.5pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,918 | $2,690+45.7% | $3,977-1.5% | $4,194-6.6% |
| Admin fee / account holder | $487 | $4,314-88.7% | $7,048-93.1% | $7,856-93.8% |