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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 | $3,916 | $109,863-96.4% | $98,477-96.0% | $167,518-97.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 16.52% | 1958.09%-1941.6pp | 1493.59%-1477.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,889 | $4,673-38.2% | $4,276-32.4% | $6,342-54.4% |
| Admin fee / account holder | $8,405 | $6,755+24.4% | $5,951+41.2% | $12,312-31.7% |