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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 | $2,929 | $100,911-97.1% | $90,440-96.8% | $158,966-98.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.60% | 1726.62%-1717.0pp | 1294.38%-1284.8pp | 302.95%-293.3pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,053 | $4,348-75.8% | $3,964-73.4% | $5,983-82.4% |
| Admin fee / account holder | $1,537 | $6,507-76.4% | $5,615-72.6% | $11,250-86.3% |