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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 | $3,609 | $102,595-96.5% | $94,057-96.2% | $154,746-97.7% |
| Participation rate | 91.7% | 76.0%+15.7pp | 73.3%+18.3pp | 80.7%+11.0pp |
| Annual return | 15.49% | 583.42%-567.9pp | 480.62%-465.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,063 | $5,118-79.2% | $4,709-77.4% | $6,730-84.2% |
| Admin fee / account holder | $556 | $7,736-92.8% | $7,244-92.3% | $14,365-96.1% |