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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 | $2,798 | $150,447-98.1% | $136,298-97.9% | $147,586-98.1% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 182.53% | 1049.15%-866.6pp | 5156.27%-4973.7pp | 578.59%-396.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,214 | $6,631-66.6% | $6,247-64.6% | $5,439-59.3% |
| Admin fee / account holder | $680 | $10,906-93.8% | $9,244-92.6% | $10,886-93.8% |