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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 | $3,194 | $111,535-97.1% | $105,223-97.0% | $137,256-97.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 28.56% | 237.85%-209.3pp | 180.65%-152.1pp | 220.34%-191.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,757 | $5,500+4.7% | $5,072+13.5% | $6,407-10.1% |
| Admin fee / account holder | $3,141 | $9,721-67.7% | $8,859-64.5% | $12,270-74.4% |