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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 | $2,177 | $88,815-97.5% | $81,882-97.3% | $145,897-98.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.43% | 1033.75%-1021.3pp | 779.47%-767.0pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,861 | $4,647-60.0% | $4,323-57.0% | $6,689-72.2% |
| Admin fee / account holder | $371 | $8,434-95.6% | $7,360-95.0% | $13,390-97.2% |