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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 | $5,568 | $102,422-94.6% | $147,117-96.2% | $80,959-93.1% |
| Participation rate | 81.6% | 75.9%+5.7pp | 82.2%-0.6pp | 67.7%+13.9pp |
| Annual return | 21.29% | 135.16%-113.9pp | 420.54%-399.2pp | 35.67%-14.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,700 | $6,652-44.4% | $8,065-54.1% | $4,300-14.0% |
| Admin fee / account holder | $2,012 | $7,953-74.7% | $12,993-84.5% | $6,925-70.9% |