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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 | $77,814-96.0% | $158,223-98.0% | $86,983-96.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 116.07% | 30.54%+85.5pp | 52.09%+64.0pp | 25.83%+90.2pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,731 | $3,270-47.1% | $5,467-68.3% | $4,194-58.7% |
| Admin fee / account holder | $450 | $5,879-92.3% | $16,047-97.2% | $7,856-94.3% |