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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 | $6,058 | $89,367-93.2% | $141,191-95.7% | $72,975-91.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 70.86% | 111.87%-41.0pp | 71.41%-0.6pp | 81.01%-10.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,942 | $5,419+9.7% | $6,710-11.4% | $3,608+64.7% |
| Admin fee / account holder | $1,397 | $5,957-76.5% | $10,264-86.4% | $5,124-72.7% |