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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 | $2,591 | $105,210-97.5% | $159,487-98.4% | $85,851-97.0% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 16.60% | 45.08%-28.5pp | 263.71%-247.1pp | 318.63%-302.0pp |
| Employer contribution / active EE | $603 | $3,319-81.8% | $4,831-87.5% | $2,565-76.5% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $338 | $6,934-95.1% | $10,804-96.9% | $6,261-94.6% |