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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 | $4,468 | $174,379-97.4% | $152,093-97.1% | $138,895-96.8% |
| Participation rate | 94.7% | 81.6%+13.1pp | 77.8%+17.0pp | 79.9%+14.8pp |
| Annual return | 739.56% | 74.86%+664.7pp | 66.36%+673.2pp | 145.39%+594.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,092 | $6,159-66.0% | $5,451-61.6% | $6,396-67.3% |
| Admin fee / account holder | $401 | $16,880-97.6% | $14,497-97.2% | $12,562-96.8% |