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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 | $841 | $76,519-98.9% | $56,025-98.5% | $145,897-99.4% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 15.48% | 3017.03%-3001.6pp | 1712.69%-1697.2pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $438 | $2,624-83.3% | $1,955-77.6% | $6,689-93.5% |
| Admin fee / account holder | $311 | $3,331-90.7% | $2,828-89.0% | $13,390-97.7% |