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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 | $4,454 | $102,635-95.7% | $86,209-94.8% | $139,456-96.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.22% | 1923.53%-1908.3pp | 1169.05%-1153.8pp | 373.45%-358.2pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,607 | $4,677+19.9% | $3,986+40.7% | $6,711-16.5% |
| Admin fee / account holder | $2,420 | $8,661-72.1% | $6,853-64.7% | $11,407-78.8% |