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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 | $2,684 | $125,778-97.9% | $114,563-97.7% | $154,746-98.3% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.9%+20.8pp | 80.7%+13.0pp |
| Annual return | 24.77% | 295.14%-270.4pp | 241.09%-216.3pp | 172.34%-147.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,635 | $4,445-63.2% | $4,142-60.5% | $6,730-75.7% |
| Admin fee / account holder | $619 | $8,190-92.4% | $7,623-91.9% | $14,365-95.7% |