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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 | $56,431-85.7% | $130,788-93.8% | $87,485-90.8% |
| Participation rate | 83.9% | 58.9%+24.9pp | 70.1%+13.8pp | 68.9%+14.9pp |
| Annual return | 24.28% | 91.27%-67.0pp | 386.44%-362.2pp | 26.06%-1.8pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,918 | $2,749+42.5% | $4,137-5.3% | $4,274-8.3% |
| Admin fee / account holder | $487 | $4,433-89.0% | $6,673-92.7% | $7,775-93.7% |