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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 | $1,279 | $88,702-98.6% | $81,780-98.4% | $145,978-99.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 15.20% | 1029.12%-1013.9pp | 776.27%-761.1pp | 550.52%-535.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,654 | $4,645-64.4% | $4,321-61.7% | $6,690-75.3% |
| Admin fee / account holder | $657 | $8,414-92.2% | $7,384-91.1% | $13,400-95.1% |