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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 | $5,017 | $100,139-95.0% | $85,187-94.1% | $145,884-96.6% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 14.90% | 84.15%-69.2pp | 66.67%-51.8pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,989 | $5,296-43.6% | $4,525-33.9% | $6,690-55.3% |
| Admin fee / account holder | $1,840 | $7,262-74.7% | $6,162-70.1% | $13,392-86.3% |