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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 | $4,365 | $96,691-95.5% | $86,656-95.0% | $139,487-96.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.03% | 106.87%-95.8pp | 593.09%-582.1pp | 373.84%-362.8pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,160 | $4,838-55.3% | $4,439-51.3% | $6,713-67.8% |
| Admin fee / account holder | $318 | $6,414-95.0% | $5,619-94.3% | $11,407-97.2% |