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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 | $2,775 | $114,093-97.6% | $96,171-97.1% | $167,536-98.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.84% | 190.00%-175.2pp | 192.04%-177.2pp | 478.82%-464.0pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,457 | $5,197-72.0% | $4,350-66.5% | $6,342-77.0% |
| Admin fee / account holder | $403 | $6,899-94.2% | $5,538-92.7% | $12,315-96.7% |