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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 | $2,092 | $90,614-97.7% | $76,089-97.3% | $145,877-98.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.23% | 623.80%-609.6pp | 360.94%-346.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,661 | $5,168-67.9% | $4,259-61.0% | $6,691-75.2% |
| Admin fee / account holder | $2,231 | $8,376-73.4% | $6,418-65.2% | $13,402-83.4% |