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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 | $6,055 | $53,063-88.6% | $124,206-95.1% | $82,637-92.7% |
| Participation rate | 74.6% | 58.4%+16.2pp | 69.6%+5.0pp | 68.1%+6.5pp |
| Annual return | 16.28% | 68.87%-52.6pp | 515.27%-499.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,200 | $2,644-54.6% | $3,968-69.7% | $4,126-70.9% |
| Admin fee / account holder | $347 | $4,281-91.9% | $5,929-94.1% | $7,339-95.3% |