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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 | $4,601 | $50,554-90.9% | $67,681-93.2% | $87,485-94.7% |
| Participation rate | 72.7% | 67.7%+5.0pp | 73.7%-1.0pp | 68.9%+3.8pp |
| Annual return | 22.56% | 17.81%+4.8pp | 590.58%-568.0pp | 26.06%-3.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,241 | $2,961-58.1% | $3,976-68.8% | $4,274-71.0% |
| Admin fee / account holder | $321 | $4,132-92.2% | $6,100-94.7% | $7,775-95.9% |