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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 | $6,786 | $105,200-93.5% | $159,474-95.7% | $85,847-92.1% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.8%+3.8pp | 69.3%+17.3pp |
| Annual return | 15.40% | 45.08%-29.7pp | 263.68%-248.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,773 | $5,946-19.7% | $7,353-35.1% | $3,952+20.8% |
| Admin fee / account holder | $3,288 | $6,934-52.6% | $10,802-69.6% | $6,261-47.5% |