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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 | $6,003 | $75,807-92.1% | $116,096-94.8% | $86,983-93.1% |
| Participation rate | 82.9% | 66.9%+16.0pp | 73.3%+9.5pp | 69.5%+13.3pp |
| Annual return | 48.27% | 18.57%+29.7pp | 326.25%-278.0pp | 25.83%+22.4pp |
| Employer contribution / active EE | $2 | $1,892-99.9% | $2,503-99.9% | $2,584-99.9% |
| Participant deferral / active EE | $2,577 | $3,212-19.7% | $3,952-34.8% | $4,194-38.5% |
| Admin fee / account holder | $1,571 | $6,659-76.4% | $7,704-79.6% | $7,856-80.0% |