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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 | $8,301 | $57,305-85.5% | $86,640-90.4% | $75,173-89.0% |
| Participation rate | 94.6% | 63.2%+31.4pp | 71.7%+22.9pp | 67.2%+27.4pp |
| Annual return | 17.32% | 2674.24%-2656.9pp | 592.52%-575.2pp | 160.72%-143.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,643 | $3,320-20.4% | $4,438-40.5% | $4,126-36.0% |
| Admin fee / account holder | $2,407 | $4,116-41.5% | $5,616-57.1% | $5,651-57.4% |