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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 | $6,049 | $51,631-88.3% | $129,397-95.3% | $80,925-92.5% |
| Participation rate | 77.5% | 56.9%+20.6pp | 69.6%+7.9pp | 67.7%+9.8pp |
| Annual return | 15.47% | 20.77%-5.3pp | 9453.98%-9438.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,835 | $2,670+81.1% | $4,167+16.0% | $4,299+12.5% |
| Admin fee / account holder | $870 | $4,309-79.8% | $7,679-88.7% | $6,940-87.5% |