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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 | $1,965 | $63,082-96.9% | $81,726-97.6% | $79,856-97.5% |
| Participation rate | 85.7% | 67.5%+18.2pp | 72.0%+13.7pp | 69.6%+16.1pp |
| Annual return | 280.87% | 22.66%+258.2pp | 29.49%+251.4pp | 31.71%+249.2pp |
| Employer contribution / active EE | $316 | $1,795-82.4% | $4,311-92.7% | $2,471-87.2% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $325 | $4,428-92.7% | $5,160-93.7% | $5,306-93.9% |