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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 | $3,859 | $124,346-96.9% | $111,308-96.5% | $167,536-97.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.28% | 37.45%-23.2pp | 54.67%-40.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,919 | $5,182-63.0% | $4,487-57.2% | $6,342-69.7% |
| Admin fee / account holder | $827 | $10,621-92.2% | $7,965-89.6% | $12,315-93.3% |