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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 | $6,748 | $100,033-93.3% | $149,716-95.5% | $70,124-90.4% |
| Participation rate | 72.4% | 83.6%-11.2pp | 87.1%-14.7pp | 69.5%+2.9pp |
| Annual return | 18.74% | 27.43%-8.7pp | 1501.67%-1482.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $310 | $3,661-91.5% | $5,444-94.3% | $2,342-86.8% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $738 | $8,285-91.1% | $11,282-93.5% | $4,645-84.1% |