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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 | $4,240 | $99,995-95.8% | $85,063-95.0% | $145,978-97.1% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 13.87% | 83.99%-70.1pp | 66.54%-52.7pp | 550.52%-536.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,361 | $5,295-74.3% | $4,523-69.9% | $6,690-79.6% |
| Admin fee / account holder | $720 | $7,255-90.1% | $6,155-88.3% | $13,400-94.6% |