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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 | $7,780 | $176,688-95.6% | $130,660-94.0% | $152,909-94.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.5%-7.5pp |
| Annual return | 12.78% | 2693.08%-2680.3pp | 1709.29%-1696.5pp | 345.46%-332.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,095 | $4,362-52.0% | $3,603-41.9% | $5,851-64.2% |
| Admin fee / account holder | $816 | $7,131-88.6% | $5,463-85.1% | $11,601-93.0% |