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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 | $7,922 | $52,911-85.0% | $73,309-89.2% | $59,633-86.7% |
| Participation rate | 86.0% | 68.2%+17.8pp | 74.9%+11.1pp | 68.7%+17.4pp |
| Annual return | 56.15% | 12.20%+44.0pp | 5.67%+50.5pp | 2041.45%-1985.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,907 | $4,069+143.4% | $4,991+98.5% | $3,192+210.4% |
| Admin fee / account holder | $1,322 | $3,835-65.5% | $5,635-76.5% | $4,297-69.2% |