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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 | $3,526 | $126,113-97.2% | $116,096-97.0% | $155,188-97.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 11.55% | 391.72%-380.2pp | 326.25%-314.7pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,097 | $4,162-73.7% | $3,952-72.3% | $6,531-83.2% |
| Admin fee / account holder | $1,075 | $8,045-86.6% | $7,704-86.0% | $14,480-92.6% |