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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 | $5,205 | $73,848-93.0% | $143,799-96.4% | $68,486-92.4% |
| Participation rate | 92.0% | 66.7%+25.4pp | 80.3%+11.7pp | 67.9%+24.2pp |
| Annual return | 160.98% | 0.91%+160.1pp | -0.04%+161.0pp | -7.85%+168.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,076 | $3,385-38.6% | $5,638-63.2% | $4,028-48.4% |
| Admin fee / account holder | $314 | $5,755-94.5% | $14,677-97.9% | $5,404-94.2% |