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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 | $3,977 | $76,368-94.8% | $67,681-94.1% | $154,746-97.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 20.20% | 1066.77%-1046.6pp | 590.58%-570.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,382 | $4,824-71.4% | $3,976-65.3% | $6,730-79.5% |
| Admin fee / account holder | $1,182 | $8,559-86.2% | $6,100-80.6% | $14,365-91.8% |