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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 | $4,931 | $80,812-93.9% | $160,784-96.9% | $82,448-94.0% |
| Participation rate | 88.9% | 66.2%+22.7pp | 77.0%+11.9pp | 68.1%+20.8pp |
| Annual return | 17.60% | 100.59%-83.0pp | 1803.92%-1786.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,082 | $4,335-52.0% | $6,293-66.9% | $4,139-49.7% |
| Admin fee / account holder | $443 | $7,695-94.2% | $9,717-95.4% | $7,234-93.9% |