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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 | $100,895-97.1% | $90,430-96.8% | $158,950-98.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.60% | 1725.54%-1715.9pp | 1293.73%-1284.1pp | 302.91%-293.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,053 | $4,347-75.8% | $3,963-73.4% | $5,983-82.4% |
| Admin fee / account holder | $1,537 | $6,505-76.4% | $5,613-72.6% | $11,248-86.3% |