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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 | $76,407-96.8% | $150,298-98.4% | $82,448-97.0% |
| Participation rate | 71.1% | 66.4%+4.7pp | 77.8%-6.7pp | 68.1%+3.0pp |
| Annual return | 252.91% | 39.99%+212.9pp | 62.79%+190.1pp | 41.64%+211.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,676 | $3,214-47.9% | $5,453-69.3% | $4,139-59.5% |
| Admin fee / account holder | $2,031 | $6,352-68.0% | $14,116-85.6% | $7,234-71.9% |