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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 | $29,319-98.3% | $52,425-99.1% | $82,448-99.4% |
| Participation rate | 96.3% | 46.9%+49.4pp | 55.6%+40.7pp | 68.1%+28.2pp |
| Annual return | 17.14% | 535.20%-518.1pp | 302.12%-285.0pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $842 | $1,171-28.1% | $1,790-53.0% | $4,139-79.7% |
| Admin fee / account holder | $470 | $1,962-76.0% | $2,495-81.2% | $7,234-93.5% |