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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 | $1,534 | $150,412-99.0% | $120,574-98.7% | $145,884-98.9% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.7pp | 80.3%+11.4pp |
| Annual return | 13.56% | 154.50%-140.9pp | 107.42%-93.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $451 | $4,355-89.6% | $3,471-87.0% | $4,662-90.3% |
| Participant deferral / active EE | $1,759 | $6,175-71.5% | $4,996-64.8% | $6,690-73.7% |
| Admin fee / account holder | $602 | $12,224-95.1% | $9,445-93.6% | $13,392-95.5% |