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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 | $4,532 | $180,749-97.5% | $160,784-97.2% | $137,256-96.7% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 14.24% | 2234.46%-2220.2pp | 1803.92%-1789.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,600 | $6,844-76.6% | $6,293-74.6% | $6,407-75.0% |
| Admin fee / account holder | $3,749 | $10,397-63.9% | $9,717-61.4% | $12,270-69.4% |