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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 | $6,552 | $127,790-94.9% | $106,554-93.9% | $167,553-96.1% |
| Participation rate | 73.7% | 78.3%-4.6pp | 76.1%-2.5pp | 82.1%-8.4pp |
| Annual return | 27.36% | 33.88%-6.5pp | 26.80%+0.6pp | 478.89%-451.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,956 | $5,088-22.2% | $4,398-10.1% | $6,343-37.6% |
| Admin fee / account holder | $500 | $11,231-95.6% | $7,408-93.3% | $12,316-95.9% |