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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 | $2,596 | $73,518-96.5% | $63,005-95.9% | $147,585-98.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.31% | 175.46%-161.2pp | 87.59%-73.3pp | 578.58%-564.3pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,047 | $4,183-75.0% | $3,329-68.6% | $5,439-80.8% |
| Admin fee / account holder | $1,633 | $5,952-72.6% | $3,599-54.6% | $10,886-85.0% |