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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 | $3,198 | $80,812-96.0% | $160,784-98.0% | $82,448-96.1% |
| Participation rate | 87.5% | 66.2%+21.3pp | 77.0%+10.5pp | 68.1%+19.4pp |
| Annual return | 14.95% | 100.59%-85.6pp | 1803.92%-1789.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $395 | $2,174-81.8% | $3,733-89.4% | $2,551-84.5% |
| Participant deferral / active EE | $1,695 | $4,335-60.9% | $6,293-73.1% | $4,139-59.0% |
| Admin fee / account holder | $936 | $7,695-87.8% | $9,717-90.4% | $7,234-87.1% |