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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 | $7,810 | $100,895-92.3% | $90,430-91.4% | $158,950-95.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.54% | 1725.54%-1711.0pp | 1293.73%-1279.2pp | 302.91%-288.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,048 | $4,347-29.9% | $3,963-23.1% | $5,983-49.1% |
| Admin fee / account holder | $742 | $6,505-88.6% | $5,613-86.8% | $11,248-93.4% |