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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 | $2,761 | $180,749-98.5% | $160,784-98.3% | $137,256-98.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.47% | 2234.46%-2221.0pp | 1803.92%-1790.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,203 | $6,844-38.6% | $6,293-33.2% | $6,407-34.4% |
| Admin fee / account holder | $4,950 | $10,397-52.4% | $9,717-49.1% | $12,270-59.7% |