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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 | $1,323 | $81,749-98.4% | $58,544-97.7% | $139,456-99.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.33% | 7425.45%-7406.1pp | 4249.56%-4230.2pp | 373.45%-354.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,406 | $2,555-45.0% | $1,923-26.9% | $6,711-79.1% |
| Admin fee / account holder | $405 | $3,272-87.6% | $2,520-83.9% | $11,407-96.5% |