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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 | $1,691 | $108,882-98.4% | $96,754-98.3% | $154,746-98.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 391.27% | 98.39%+292.9pp | 82.04%+309.2pp | 172.34%+218.9pp |
| Employer contribution / active EE | $302 | $3,018-90.0% | $2,679-88.7% | $4,379-93.1% |
| Participant deferral / active EE | $1,259 | $5,323-76.4% | $4,758-73.5% | $6,730-81.3% |
| Admin fee / account holder | $900 | $10,200-91.2% | $8,905-89.9% | $14,365-93.7% |