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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 | $2,531 | $100,911-97.5% | $90,440-97.2% | $158,966-98.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 54.71% | 1726.62%-1671.9pp | 1294.38%-1239.7pp | 302.95%-248.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,277 | $4,348-24.6% | $3,964-17.3% | $5,983-45.2% |
| Admin fee / account holder | $999 | $6,507-84.6% | $5,615-82.2% | $11,250-91.1% |