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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 | $10,319 | $75,935-86.4% | $60,547-83.0% | $125,389-91.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 7.57% | -5.38%+12.9pp | 335.64%-328.1pp | 282.24%-274.7pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,955 | $4,506-56.6% | $3,328-41.2% | $5,352-63.5% |
| Admin fee / account holder | $10,157 | $6,768+50.1% | $4,536+123.9% | $9,541+6.5% |