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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 | $3,212 | $49,199-93.5% | $121,204-97.4% | $75,173-95.7% |
| Participation rate | 80.0% | 55.4%+24.6pp | 69.5%+10.5pp | 67.2%+12.8pp |
| Annual return | 26.30% | 56.04%-29.7pp | 987.18%-960.9pp | 160.72%-134.4pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,984 | $2,630+51.5% | $4,083-2.4% | $4,126-3.4% |
| Admin fee / account holder | $415 | $3,946-89.5% | $5,651-92.7% | $5,651-92.7% |