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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 | $1,828 | $111,830-98.4% | $93,696-98.0% | $145,884-98.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.98% | 204.08%-183.1pp | 133.74%-112.8pp | 551.85%-530.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,640 | $4,920-26.0% | $4,417-17.6% | $6,690-45.6% |
| Admin fee / account holder | $5,799 | $10,249-43.4% | $8,287-30.0% | $13,392-56.7% |