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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 | $167,030-97.9% | $135,768-97.5% | $155,188-97.8% |
| Participation rate | 95.0% | 76.2%+18.8pp | 71.1%+23.9pp | 80.8%+14.2pp |
| Annual return | 17.81% | 678.39%-660.6pp | 526.10%-508.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,522 | $4,528-66.4% | $3,977-61.7% | $6,531-76.7% |
| Admin fee / account holder | $750 | $8,172-90.8% | $7,048-89.4% | $14,480-94.8% |