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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 | $5,494 | $110,551-95.0% | $80,741-93.2% | $167,536-96.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 15.13% | 120.57%-105.4pp | 87.30%-72.2pp | 478.82%-463.7pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,516 | $2,870+22.5% | $2,145+63.9% | $6,342-44.6% |
| Admin fee / account holder | $2,256 | $4,547-50.4% | $3,380-33.3% | $12,315-81.7% |