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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 | $7,634 | $73,546-89.6% | $63,018-87.9% | $147,586-94.8% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.8%+1.7pp | 82.8%-6.4pp |
| Annual return | 12.36% | 175.56%-163.2pp | 87.62%-75.3pp | 578.59%-566.2pp |
| Employer contribution / active EE | $60 | $3,324-98.2% | $2,761-97.8% | $4,876-98.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,729 | $5,956-54.2% | $3,601-24.2% | $10,886-74.9% |