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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 | $3,050 | $48,337-93.7% | $67,560-95.5% | $80,959-96.2% |
| Participation rate | 75.8% | 66.4%+9.3pp | 72.9%+2.8pp | 67.7%+8.1pp |
| Annual return | 14.58% | 18.26%-3.7pp | 3533.50%-3518.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,062 | $2,928-63.7% | $4,004-73.5% | $4,300-75.3% |
| Admin fee / account holder | $5,550 | $3,695+50.2% | $3,994+39.0% | $6,925-19.9% |