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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 | $3,809 | $124,346-96.9% | $111,308-96.6% | $167,536-97.7% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 29.63% | 37.45%-7.8pp | 54.67%-25.0pp | 478.82%-449.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,632 | $5,182-29.9% | $4,487-19.1% | $6,342-42.7% |
| Admin fee / account holder | $372 | $10,621-96.5% | $7,965-95.3% | $12,315-97.0% |