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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 | $4,956 | $109,372-95.5% | $89,414-94.5% | $158,966-96.9% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 16.96% | 345.55%-328.6pp | 245.50%-228.5pp | 302.95%-286.0pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,629 | $4,598-42.8% | $3,890-32.4% | $5,983-56.1% |
| Admin fee / account holder | $371 | $6,156-94.0% | $4,883-92.4% | $11,250-96.7% |