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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 | $2,565 | $202,463-98.7% | $169,397-98.5% | $139,487-98.2% |
| Participation rate | 93.8% | 81.1%+12.6pp | 77.2%+16.6pp | 80.3%+13.4pp |
| Annual return | 38.85% | 532.64%-493.8pp | 406.23%-367.4pp | 373.84%-335.0pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,260 | $6,941-81.9% | $6,223-79.8% | $6,713-81.2% |
| Admin fee / account holder | $670 | $10,726-93.7% | $9,017-92.6% | $11,407-94.1% |