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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 | $1,049 | $111,535-99.1% | $105,223-99.0% | $137,256-99.2% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 81.73% | 237.85%-156.1pp | 180.65%-98.9pp | 220.34%-138.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,685 | $5,500-69.4% | $5,072-66.8% | $6,407-73.7% |
| Admin fee / account holder | $318 | $9,721-96.7% | $8,859-96.4% | $12,270-97.4% |