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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 | $2,006 | $149,040-98.7% | $120,225-98.3% | $137,256-98.5% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 23.04% | 605.68%-582.6pp | 439.23%-416.2pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,295 | $4,655-72.2% | $3,999-67.6% | $6,407-79.8% |
| Admin fee / account holder | $558 | $6,348-91.2% | $5,696-90.2% | $12,270-95.5% |