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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 | $6,774 | $49,896-86.4% | $80,627-91.6% | $75,173-91.0% |
| Participation rate | 89.3% | 55.3%+34.0pp | 67.0%+22.3pp | 67.2%+22.1pp |
| Annual return | 31.17% | 34.67%-3.5pp | 936.76%-905.6pp | 160.72%-129.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,217 | $2,992+141.2% | $4,443+62.4% | $4,126+74.9% |
| Admin fee / account holder | $2,244 | $3,578-37.3% | $5,381-58.3% | $5,651-60.3% |