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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 | $7,223 | $100,033-92.8% | $149,716-95.2% | $70,124-89.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 35.34% | 27.43%+7.9pp | 1501.67%-1466.3pp | 73.14%-37.8pp |
| Employer contribution / active EE | $251 | $3,661-93.1% | $5,444-95.4% | $2,342-89.3% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $311 | $8,285-96.3% | $11,282-97.2% | $4,645-93.3% |