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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 | $5,586 | $57,312-90.3% | $86,617-93.6% | $75,181-92.6% |
| Participation rate | 92.3% | 63.2%+29.1pp | 71.7%+20.6pp | 67.2%+25.1pp |
| Annual return | 28.56% | 2672.78%-2644.2pp | 591.91%-563.4pp | 160.69%-132.1pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,866 | $3,319-13.6% | $4,437-35.4% | $4,126-30.5% |
| Admin fee / account holder | $382 | $4,114-90.7% | $5,613-93.2% | $5,650-93.2% |