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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 | $5,031 | $150,346-96.7% | $120,524-95.8% | $145,877-96.6% |
| Participation rate | 71.4% | 78.8%-7.4pp | 71.9%-0.5pp | 80.3%-8.9pp |
| Annual return | 46.21% | 154.40%-108.2pp | 107.36%-61.2pp | 551.28%-505.1pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,157 | $6,172-16.4% | $4,994+3.3% | $6,691-22.9% |
| Admin fee / account holder | $2,187 | $12,215-82.1% | $9,440-76.8% | $13,402-83.7% |