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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 | $167,030-97.9% | $135,768-97.5% | $155,188-97.8% |
| Participation rate | 81.3% | 76.2%+5.1pp | 71.1%+10.2pp | 80.8%+0.4pp |
| Annual return | 20.59% | 678.39%-657.8pp | 526.10%-505.5pp | 148.84%-128.3pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,043 | $4,528-77.0% | $3,977-73.8% | $6,531-84.0% |
| Admin fee / account holder | $316 | $8,172-96.1% | $7,048-95.5% | $14,480-97.8% |