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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 | $3,529 | $80,812-95.6% | $160,784-97.8% | $82,448-95.7% |
| Participation rate | 93.5% | 66.2%+27.2pp | 77.0%+16.5pp | 68.1%+25.4pp |
| Annual return | 16.06% | 100.59%-84.5pp | 1803.92%-1787.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $419 | $2,174-80.7% | $3,733-88.8% | $2,551-83.6% |
| Participant deferral / active EE | $1,672 | $4,335-61.4% | $6,293-73.4% | $4,139-59.6% |
| Admin fee / account holder | $852 | $7,695-88.9% | $9,717-91.2% | $7,234-88.2% |