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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 | $4,358 | $149,040-97.1% | $120,225-96.4% | $137,256-96.8% |
| Participation rate | 90.5% | 75.4%+15.1pp | 69.6%+20.9pp | 80.0%+10.5pp |
| Annual return | 18.64% | 605.68%-587.0pp | 439.23%-420.6pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,312 | $4,655-71.8% | $3,999-67.2% | $6,407-79.5% |
| Admin fee / account holder | $372 | $6,348-94.1% | $5,696-93.5% | $12,270-97.0% |