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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 | $1,557 | $99,053-98.4% | $88,179-98.2% | $138,895-98.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 150.76% | 78.17%+72.6pp | 64.97%+85.8pp | 145.39%+5.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,171 | $5,225-77.6% | $4,614-74.6% | $6,396-81.7% |
| Admin fee / account holder | $863 | $8,748-90.1% | $7,673-88.8% | $12,562-93.1% |