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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 | $1,860 | $96,643-98.1% | $86,617-97.9% | $139,456-98.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.60% | 106.57%-87.0pp | 591.91%-572.3pp | 373.45%-353.8pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,368 | $4,835-71.7% | $4,437-69.2% | $6,711-79.6% |
| Admin fee / account holder | $433 | $6,406-93.2% | $5,613-92.3% | $11,407-96.2% |