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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 | $4,744 | $102,595-95.4% | $94,057-95.0% | $154,746-96.9% |
| Participation rate | 93.8% | 76.0%+17.8pp | 73.3%+20.4pp | 80.7%+13.0pp |
| Annual return | 13.52% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,202 | $5,118-57.0% | $4,709-53.2% | $6,730-67.3% |
| Admin fee / account holder | $325 | $7,736-95.8% | $7,244-95.5% | $14,365-97.7% |