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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 | $5,121 | $80,812-93.7% | $160,784-96.8% | $82,448-93.8% |
| Participation rate | 87.9% | 66.2%+21.6pp | 77.0%+10.9pp | 68.1%+19.8pp |
| Annual return | 16.47% | 100.59%-84.1pp | 1803.92%-1787.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,174 | $4,335-49.8% | $6,293-65.4% | $4,139-47.5% |
| Admin fee / account holder | $2,284 | $7,695-70.3% | $9,717-76.5% | $7,234-68.4% |