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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 | $1,796 | $61,125-97.1% | $94,057-98.1% | $87,485-97.9% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.3%+19.5pp | 68.9%+23.9pp |
| Annual return | 17.00% | 35.20%-18.2pp | 480.62%-463.6pp | 26.06%-9.1pp |
| Employer contribution / active EE | $19 | $2,136-99.1% | $2,933-99.3% | $2,596-99.3% |
| Participant deferral / active EE | $2,534 | $3,260-22.3% | $4,709-46.2% | $4,274-40.7% |
| Admin fee / account holder | $1,181 | $5,629-79.0% | $7,244-83.7% | $7,775-84.8% |