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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 | $1,901 | $108,882-98.3% | $96,754-98.0% | $154,746-98.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 18.66% | 98.39%-79.7pp | 82.04%-63.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,415 | $5,323-17.1% | $4,758-7.2% | $6,730-34.4% |
| Admin fee / account holder | $1,379 | $10,200-86.5% | $8,905-84.5% | $14,365-90.4% |