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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 | $3,517 | $80,812-95.6% | $160,784-97.8% | $82,448-95.7% |
| Participation rate | 82.1% | 66.2%+15.8pp | 77.0%+5.1pp | 68.1%+14.0pp |
| Annual return | 19.88% | 100.59%-80.7pp | 1803.92%-1784.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,904 | $4,335-56.1% | $6,293-69.8% | $4,139-54.0% |
| Admin fee / account holder | $738 | $7,695-90.4% | $9,717-92.4% | $7,234-89.8% |