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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 | $6,577 | $102,422-93.6% | $147,117-95.5% | $80,959-91.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 19.04% | 135.16%-116.1pp | 420.54%-401.5pp | 35.67%-16.6pp |
| Employer contribution / active EE | $15 | $3,717-99.6% | $4,932-99.7% | $2,757-99.5% |
| Participant deferral / active EE | $3,263 | $6,652-51.0% | $8,065-59.5% | $4,300-24.1% |
| Admin fee / account holder | $379 | $7,953-95.2% | $12,993-97.1% | $6,925-94.5% |