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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 | $6,210 | $58,241-89.3% | $81,780-92.4% | $80,911-92.3% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.4%+21.0pp | 67.6%+25.7pp |
| Annual return | 13.27% | 41.73%-28.5pp | 776.27%-763.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $4 | $2,343-99.8% | $2,914-99.9% | $2,756-99.8% |
| Participant deferral / active EE | $2,682 | $3,283-18.3% | $4,321-37.9% | $4,297-37.6% |
| Admin fee / account holder | $1,831 | $4,973-63.2% | $7,384-75.2% | $6,935-73.6% |