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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 | $6,768 | $106,864-93.7% | $147,318-95.4% | $82,637-91.8% |
| Participation rate | 79.4% | 75.5%+3.9pp | 82.1%-2.7pp | 68.1%+11.4pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $7 | $3,417-99.8% | $4,593-99.9% | $2,552-99.7% |
| Participant deferral / active EE | $4,178 | $6,496-35.7% | $7,906-47.2% | $4,126+1.3% |
| Admin fee / account holder | $5,150 | $8,415-38.8% | $13,708-62.4% | $7,339-29.8% |