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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 | $1,293 | $50,972-97.5% | $88,538-98.5% | $72,975-98.2% |
| Participation rate | 73.3% | 63.4%+9.9pp | 68.7%+4.6pp | 69.5%+3.8pp |
| Annual return | 259.77% | 29.62%+230.1pp | 43.64%+216.1pp | 81.01%+178.8pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,616 | $2,230-27.5% | $2,914-44.5% | $3,608-55.2% |
| Admin fee / account holder | $589 | $3,230-81.8% | $4,310-86.3% | $5,124-88.5% |