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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 | $2,049 | $94,749-97.8% | $112,899-98.2% | $139,456-98.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 19.75% | 40.92%-21.2pp | 34.11%-14.4pp | 373.45%-353.7pp |
| Employer contribution / active EE | $0 | $4,630-100.0% | $4,566-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,559 | $6,517-60.7% | $6,516-60.7% | $6,711-61.9% |
| Admin fee / account holder | $593 | $8,530-93.0% | $7,047-91.6% | $11,407-94.8% |