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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 | $3,305 | $118,877-97.2% | $96,570-96.6% | $167,536-98.0% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 20.24% | 50.50%-30.3pp | 37.79%-17.6pp | 478.82%-458.6pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,010 | $4,617-56.5% | $3,849-47.8% | $6,342-68.3% |
| Admin fee / account holder | $1,022 | $8,069-87.3% | $6,182-83.5% | $12,315-91.7% |