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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 | $3,774 | $112,935-96.7% | $90,970-95.9% | $158,966-97.6% |
| Participation rate | 82.4% | 74.7%+7.6pp | 69.0%+13.3pp | 82.0%+0.4pp |
| Annual return | 188.69% | 215.79%-27.1pp | 134.58%+54.1pp | 302.95%-114.3pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,318 | $4,129-43.9% | $3,373-31.3% | $5,983-61.3% |
| Admin fee / account holder | $311 | $8,045-96.1% | $5,960-94.8% | $11,250-97.2% |