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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 | $2,219 | $88,754-97.5% | $81,820-97.3% | $145,877-98.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 24.99% | 1031.77%-1006.8pp | 777.93%-752.9pp | 551.28%-526.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,210 | $4,648-74.0% | $4,323-72.0% | $6,691-81.9% |
| Admin fee / account holder | $362 | $8,424-95.7% | $7,391-95.1% | $13,402-97.3% |