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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 | $3,450 | $154,754-97.8% | $124,206-97.2% | $138,895-97.5% |
| Participation rate | 95.0% | 75.5%+19.5pp | 69.6%+25.4pp | 79.9%+15.1pp |
| Annual return | 17.81% | 709.28%-691.5pp | 515.27%-497.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,522 | $4,621-67.1% | $3,968-61.6% | $6,396-76.2% |
| Admin fee / account holder | $750 | $6,690-88.8% | $5,929-87.4% | $12,562-94.0% |