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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 | $7,369 | $100,938-92.7% | $90,461-91.9% | $158,982-95.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.91% | 1727.20%-1711.3pp | 1294.76%-1278.9pp | 302.99%-287.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,960 | $4,350-54.9% | $3,964-50.6% | $5,983-67.2% |
| Admin fee / account holder | $2,044 | $6,510-68.6% | $5,617-63.6% | $11,252-81.8% |