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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 | $486 | $28,624-98.3% | $53,647-99.1% | $82,637-99.4% |
| Participation rate | 96.3% | 47.3%+49.0pp | 56.3%+40.0pp | 68.1%+28.2pp |
| Annual return | 17.14% | 664.98%-647.8pp | 358.33%-341.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $842 | $1,196-29.6% | $1,813-53.6% | $4,126-79.6% |
| Admin fee / account holder | $470 | $2,022-76.7% | $2,460-80.9% | $7,339-93.6% |