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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 | $2,595 | $118,708-97.8% | $98,920-97.4% | $158,966-98.4% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 13.08% | 372.49%-359.4pp | 196.47%-183.4pp | 302.95%-289.9pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,388 | $5,089-72.7% | $4,245-67.3% | $5,983-76.8% |
| Admin fee / account holder | $421 | $10,134-95.8% | $6,643-93.7% | $11,250-96.3% |