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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 | $3,419 | $56,431-93.9% | $130,788-97.4% | $87,485-96.1% |
| Participation rate | 96.7% | 58.9%+37.7pp | 70.1%+26.6pp | 68.9%+27.7pp |
| Annual return | 12.82% | 91.27%-78.5pp | 386.44%-373.6pp | 26.06%-13.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,293 | $2,749-53.0% | $4,137-68.7% | $4,274-69.7% |
| Admin fee / account holder | $462 | $4,433-89.6% | $6,673-93.1% | $7,775-94.1% |