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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 | $10,256 | $60,139-82.9% | $90,461-88.7% | $79,856-87.2% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 20.09% | 71.96%-51.9pp | 1294.76%-1274.7pp | 31.71%-11.6pp |
| Employer contribution / active EE | $8 | $2,069-99.6% | $3,264-99.7% | $2,471-99.7% |
| Participant deferral / active EE | $2,326 | $2,939-20.8% | $3,964-41.3% | $3,741-37.8% |
| Admin fee / account holder | $1,235 | $3,978-69.0% | $5,617-78.0% | $5,306-76.7% |