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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 | $2,724 | $63,346-95.7% | $92,240-97.0% | $70,126-96.1% |
| Participation rate | 84.2% | 68.7%+15.5pp | 76.5%+7.7pp | 69.5%+14.7pp |
| Annual return | 14.62% | 530.19%-515.6pp | 176.29%-161.7pp | 73.15%-58.5pp |
| Employer contribution / active EE | $223 | $2,471-91.0% | $3,680-93.9% | $2,343-90.5% |
| Participant deferral / active EE | $1,443 | $2,854-49.4% | $3,897-63.0% | $3,332-56.7% |
| Admin fee / account holder | $1,478 | $3,841-61.5% | $5,194-71.5% | $4,645-68.2% |