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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 | $162,529-98.8% | $130,788-98.5% | $154,746-98.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 23.04% | 510.48%-487.4pp | 386.44%-363.4pp | 172.34%-149.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,295 | $4,808-73.1% | $4,137-68.7% | $6,730-80.8% |
| Admin fee / account holder | $558 | $7,669-92.7% | $6,673-91.6% | $14,365-96.1% |