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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 | $2,897 | $228,352-98.7% | $185,835-98.4% | $158,966-98.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 76.25% | 40.81%+35.4pp | 35.96%+40.3pp | 302.95%-226.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,601 | $6,416-43.9% | $5,633-36.1% | $5,983-39.8% |
| Admin fee / account holder | $2,090 | $11,867-82.4% | $9,502-78.0% | $11,250-81.4% |