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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 | $5,851 | $91,167-93.6% | $178,498-96.7% | $79,858-92.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 1132.95% | 24.19%+1108.8pp | 151.09%+981.9pp | 31.72%+1101.2pp |
| Employer contribution / active EE | $37 | $3,255-98.9% | $5,011-99.3% | $2,471-98.5% |
| Participant deferral / active EE | $1,002 | $3,236-69.0% | $5,202-80.7% | $3,740-73.2% |
| Admin fee / account holder | $301 | $6,747-95.5% | $13,985-97.8% | $5,306-94.3% |