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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 | $849 | $81,749-99.0% | $58,544-98.5% | $139,456-99.4% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 24.12% | 7425.45%-7401.3pp | 4249.56%-4225.4pp | 373.45%-349.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,640 | $2,555-35.8% | $1,923-14.7% | $6,711-75.6% |
| Admin fee / account holder | $508 | $3,272-84.5% | $2,520-79.8% | $11,407-95.5% |