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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 | $2,922 | $107,941-97.3% | $91,994-96.8% | $152,897-98.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 25.96% | 89.28%-63.3pp | 69.04%-43.1pp | 345.43%-319.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,946 | $6,366-22.3% | $5,924-16.5% | $5,851-15.5% |
| Admin fee / account holder | $4,373 | $10,521-58.4% | $7,744-43.5% | $11,599-62.3% |