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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 | $4,801 | $45,872-89.5% | $77,096-93.8% | $68,486-93.0% |
| Participation rate | 93.1% | 55.9%+37.2pp | 67.9%+25.2pp | 67.9%+25.2pp |
| Annual return | 107.04% | 1.73%+105.3pp | 42.35%+64.7pp | -7.85%+114.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,805 | $2,963+95.9% | $4,429+31.1% | $4,028+44.1% |
| Admin fee / account holder | $627 | $3,041-79.4% | $5,428-88.5% | $5,404-88.4% |