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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 | $3,441 | $234,190-98.5% | $180,320-98.1% | $198,609-98.3% |
| Participation rate | 81.3% | 77.1%+4.1pp | 71.5%+9.7pp | 82.4%-1.1pp |
| Annual return | 20.59% | 1057.44%-1036.9pp | 778.54%-758.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,043 | $4,988-79.1% | $4,304-75.8% | $6,977-85.1% |
| Admin fee / account holder | $316 | $12,558-97.5% | $10,000-96.8% | $19,030-98.3% |