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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 | $2,730 | $88,754-96.9% | $81,820-96.7% | $145,877-98.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 11.95% | 1031.77%-1019.8pp | 777.93%-766.0pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,522 | $4,648-67.2% | $4,323-64.8% | $6,691-77.2% |
| Admin fee / account holder | $880 | $8,424-89.5% | $7,391-88.1% | $13,402-93.4% |