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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 | $3,257 | $176,105-98.2% | $159,474-98.0% | $167,536-98.1% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 21.15% | 331.91%-310.8pp | 263.68%-242.5pp | 478.82%-457.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,826 | $7,751-63.5% | $7,353-61.6% | $6,342-55.4% |
| Admin fee / account holder | $643 | $12,559-94.9% | $10,802-94.0% | $12,315-94.8% |