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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 | $5,125 | $167,030-96.9% | $135,768-96.2% | $155,188-96.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 71.1%+18.9pp | 80.8%+9.2pp |
| Annual return | 16.25% | 678.39%-662.1pp | 526.10%-509.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,581 | $4,528-65.1% | $3,977-60.2% | $6,531-75.8% |
| Admin fee / account holder | $3,198 | $8,172-60.9% | $7,048-54.6% | $14,480-77.9% |