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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 | $3,341 | $160,070-97.9% | $147,117-97.7% | $145,897-97.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 25.74% | 98.69%-72.9pp | 420.54%-394.8pp | 552.29%-526.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,828 | $8,419-30.8% | $8,065-27.7% | $6,689-12.9% |
| Admin fee / account holder | $5,255 | $15,035-65.0% | $12,993-59.6% | $13,390-60.8% |