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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 | $4,322 | $149,040-97.1% | $120,225-96.4% | $137,256-96.9% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 19.56% | 605.68%-586.1pp | 439.23%-419.7pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,978 | $4,655-57.5% | $3,999-50.5% | $6,407-69.1% |
| Admin fee / account holder | $1,168 | $6,348-81.6% | $5,696-79.5% | $12,270-90.5% |