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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 | $7,659 | $77,908-90.2% | $149,696-94.9% | $75,173-89.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.12% | 31.73%-7.6pp | 134.46%-110.3pp | 160.72%-136.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,643 | $3,411-51.8% | $5,682-71.1% | $4,126-60.2% |
| Admin fee / account holder | $428 | $5,950-92.8% | $13,212-96.8% | $5,651-92.4% |