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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 | $3,459 | $106,923-96.8% | $84,023-95.9% | $152,909-97.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.70% | 105.02%-85.3pp | 71.32%-51.6pp | 345.46%-325.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,607 | $4,013-35.0% | $3,239-19.5% | $5,851-55.5% |
| Admin fee / account holder | $1,752 | $8,289-78.9% | $6,102-71.3% | $11,601-84.9% |