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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 | $4,647 | $52,380-91.1% | $98,775-95.3% | $85,847-94.6% |
| Participation rate | 94.4% | 58.0%+36.5pp | 65.7%+28.7pp | 69.3%+25.1pp |
| Annual return | 15.20% | 25.82%-10.6pp | 49.92%-34.7pp | 318.61%-303.4pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,305 | $2,101-37.9% | $3,035-57.0% | $3,952-67.0% |
| Admin fee / account holder | $486 | $3,865-87.4% | $4,076-88.1% | $6,261-92.2% |