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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 | $8,597 | $160,070-94.6% | $147,117-94.2% | $145,897-94.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 20.11% | 98.69%-78.6pp | 420.54%-400.4pp | 552.29%-532.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,376 | $8,419-59.9% | $8,065-58.1% | $6,689-49.5% |
| Admin fee / account holder | $320 | $15,035-97.9% | $12,993-97.5% | $13,390-97.6% |