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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 | $4,261 | $175,257-97.6% | $149,717-97.2% | $139,456-96.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 32.98% | 166.70%-133.7pp | 134.41%-101.4pp | 373.45%-340.5pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,561 | $6,521-30.1% | $5,682-19.7% | $6,711-32.0% |
| Admin fee / account holder | $401 | $16,156-97.5% | $13,213-97.0% | $11,407-96.5% |