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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 | $2,471 | $78,690-96.9% | $161,489-98.5% | $87,485-97.2% |
| Participation rate | 71.1% | 67.5%+3.6pp | 78.7%-7.6pp | 68.9%+2.1pp |
| Annual return | 252.91% | 32.74%+220.2pp | 89.72%+163.2pp | 26.06%+226.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,676 | $3,311-49.4% | $5,630-70.2% | $4,274-60.8% |
| Admin fee / account holder | $2,031 | $6,724-69.8% | $16,006-87.3% | $7,775-73.9% |