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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 | $870 | $149,040-99.4% | $120,225-99.3% | $137,256-99.4% |
| Participation rate | 76.9% | 75.4%+1.5pp | 69.6%+7.3pp | 80.0%-3.0pp |
| Annual return | 14.61% | 605.68%-591.1pp | 439.23%-424.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $644 | $4,655-86.2% | $3,999-83.9% | $6,407-89.9% |
| Admin fee / account holder | $431 | $6,348-93.2% | $5,696-92.4% | $12,270-96.5% |