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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 | $2,761 | $65,555-95.8% | $86,216-96.8% | $75,173-96.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.97% | 46.07%-28.1pp | 1169.42%-1151.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $253 | $1,553-83.7% | $2,382-89.4% | $2,671-90.5% |
| Participant deferral / active EE | $1,579 | $3,023-47.8% | $3,986-60.4% | $4,126-61.7% |
| Admin fee / account holder | $465 | $5,469-91.5% | $6,853-93.2% | $5,651-91.8% |