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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 | $3,617 | $85,171-95.8% | $172,752-97.9% | $72,975-95.0% |
| Participation rate | 91.4% | 70.1%+21.4pp | 82.6%+8.8pp | 69.5%+21.9pp |
| Annual return | 41.34% | 27.32%+14.0pp | 802.97%-761.6pp | 81.01%-39.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,363 | $3,260-27.5% | $5,198-54.5% | $3,608-34.5% |
| Admin fee / account holder | $406 | $5,880-93.1% | $13,955-97.1% | $5,124-92.1% |