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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 | $3,832 | $101,618-96.2% | $93,063-95.9% | $137,256-97.2% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 91.66% | 223.95%-132.3pp | 34.15%+57.5pp | 220.34%-128.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,233 | $4,279-71.2% | $3,958-68.8% | $6,407-80.8% |
| Admin fee / account holder | $1,987 | $6,198-67.9% | $6,033-67.1% | $12,270-83.8% |