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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 | $1,465 | $88,815-98.4% | $81,882-98.2% | $145,897-99.0% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 19.51% | 1033.75%-1014.2pp | 779.47%-760.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $39 | $3,086-98.7% | $2,916-98.7% | $4,663-99.2% |
| Participant deferral / active EE | $1,715 | $4,647-63.1% | $4,323-60.3% | $6,689-74.4% |
| Admin fee / account holder | $1,059 | $8,434-87.4% | $7,360-85.6% | $13,390-92.1% |