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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 | $7,583 | $47,479-84.0% | $62,929-88.0% | $82,448-90.8% |
| Participation rate | 79.5% | 66.9%+12.7pp | 73.1%+6.4pp | 68.1%+11.5pp |
| Annual return | 15.55% | 20.34%-4.8pp | 1063.93%-1048.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,054 | $2,870-63.3% | $3,888-72.9% | $4,139-74.5% |
| Admin fee / account holder | $1,118 | $3,804-70.6% | $5,065-77.9% | $7,234-84.6% |