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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 | $6,275 | $80,812-92.2% | $160,784-96.1% | $82,448-92.4% |
| Participation rate | 80.0% | 66.2%+13.8pp | 77.0%+3.0pp | 68.1%+11.9pp |
| Annual return | 16.19% | 100.59%-84.4pp | 1803.92%-1787.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,305 | $4,335-23.8% | $6,293-47.5% | $4,139-20.1% |
| Admin fee / account holder | $2,390 | $7,695-68.9% | $9,717-75.4% | $7,234-67.0% |