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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 | $2,152 | $90,691-97.6% | $76,119-97.2% | $145,884-98.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 14.82% | 624.52%-609.7pp | 361.25%-346.4pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,251 | $5,167-75.8% | $4,259-70.6% | $6,690-81.3% |
| Admin fee / account holder | $1,002 | $8,383-88.0% | $6,421-84.4% | $13,392-92.5% |