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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 | $3,230 | $169,356-98.1% | $129,406-97.5% | $145,897-97.8% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 18.35% | 14418.62%-14400.3pp | 9468.18%-9449.8pp | 552.29%-533.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,842 | $4,987-43.0% | $4,167-31.8% | $6,689-57.5% |
| Admin fee / account holder | $1,023 | $9,915-89.7% | $7,689-86.7% | $13,390-92.4% |