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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 | $5,910 | $109,863-94.6% | $98,477-94.0% | $167,518-96.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.47% | 1958.09%-1944.6pp | 1493.59%-1480.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,468 | $4,673-25.8% | $4,276-18.9% | $6,342-45.3% |
| Admin fee / account holder | $417 | $6,755-93.8% | $5,951-93.0% | $12,312-96.6% |