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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 | $75,541-96.7% | $152,093-98.4% | $82,637-97.0% |
| Participation rate | 71.1% | 66.5%+4.5pp | 77.8%-6.7pp | 68.1%+3.0pp |
| Annual return | 252.91% | 32.56%+220.4pp | 66.36%+186.6pp | 53.51%+199.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,676 | $3,206-47.7% | $5,451-69.3% | $4,126-59.4% |
| Admin fee / account holder | $2,031 | $6,405-68.3% | $14,497-86.0% | $7,339-72.3% |