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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 | $3,143 | $78,690-96.0% | $161,489-98.1% | $87,485-96.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 116.07% | 32.74%+83.3pp | 89.72%+26.4pp | 26.06%+90.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,731 | $3,311-47.7% | $5,630-69.3% | $4,274-59.5% |
| Admin fee / account holder | $450 | $6,724-93.3% | $16,006-97.2% | $7,775-94.2% |