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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 | $1,909 | $100,911-98.1% | $90,440-97.9% | $158,966-98.8% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 17.50% | 1726.62%-1709.1pp | 1294.38%-1276.9pp | 302.95%-285.4pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,131 | $4,348-74.0% | $3,964-71.5% | $5,983-81.1% |
| Admin fee / account holder | $489 | $6,507-92.5% | $5,615-91.3% | $11,250-95.7% |