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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 | $6,870 | $77,816-91.2% | $123,552-94.4% | $64,173-89.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 23.86% | 12.49%+11.4pp | 119.20%-95.3pp | 7.63%+16.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,710 | $5,240+66.2% | $6,426+35.6% | $3,470+151.0% |
| Admin fee / account holder | $736 | $5,519-86.7% | $9,285-92.1% | $4,887-84.9% |