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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 | $162,529-97.9% | $130,788-97.4% | $154,746-97.8% |
| Participation rate | 81.3% | 75.9%+5.4pp | 70.1%+11.1pp | 80.7%+0.5pp |
| Annual return | 20.59% | 510.48%-489.9pp | 386.44%-365.9pp | 172.34%-151.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,043 | $4,808-78.3% | $4,137-74.8% | $6,730-84.5% |
| Admin fee / account holder | $316 | $7,669-95.9% | $6,673-95.3% | $14,365-97.8% |