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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 | $5,314 | $138,114-96.2% | $125,391-95.8% | $134,545-96.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | 20.30% | 750.88%-730.6pp | 572.41%-552.1pp | 418.37%-398.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,811 | $7,801-51.2% | $7,448-48.8% | $6,401-40.5% |
| Admin fee / account holder | $935 | $11,570-91.9% | $10,009-90.7% | $11,431-91.8% |