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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 | $3,243 | $100,895-96.8% | $90,430-96.4% | $158,950-98.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 10.54% | 1725.54%-1715.0pp | 1293.73%-1283.2pp | 302.91%-292.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,320 | $4,347+137.4% | $3,963+160.4% | $5,983+72.5% |
| Admin fee / account holder | $10,704 | $6,505+64.5% | $5,613+90.7% | $11,248-4.8% |