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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 | $3,299 | $60,139-94.5% | $90,461-96.4% | $79,856-95.9% |
| Participation rate | 76.7% | 65.0%+11.7pp | 72.7%+4.0pp | 69.6%+7.0pp |
| Annual return | 18.42% | 71.96%-53.5pp | 1294.76%-1276.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,273 | $2,939-56.7% | $3,964-67.9% | $3,741-66.0% |
| Admin fee / account holder | $331 | $3,978-91.7% | $5,617-94.1% | $5,306-93.8% |