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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 | $73,107-91.8% | $114,563-94.8% | $87,485-93.1% |
| Participation rate | 82.9% | 65.8%+17.1pp | 72.9%+10.0pp | 68.9%+13.9pp |
| Annual return | 48.27% | 19.47%+28.8pp | 241.09%-192.8pp | 26.06%+22.2pp |
| Employer contribution / active EE | $2 | $1,881-99.9% | $2,592-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $2,577 | $3,144-18.0% | $4,142-37.8% | $4,274-39.7% |
| Admin fee / account holder | $1,571 | $5,770-72.8% | $7,623-79.4% | $7,775-79.8% |