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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 | $4,292 | $202,342-97.9% | $172,753-97.5% | $152,909-97.2% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $886 | $5,857-84.9% | $5,144-82.8% | $4,764-81.4% |
| Participant deferral / active EE | $2,234 | $5,948-62.4% | $5,198-57.0% | $5,851-61.8% |
| Admin fee / account holder | $674 | $17,112-96.1% | $13,956-95.2% | $11,601-94.2% |