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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 | $234,190-98.1% | $180,320-97.6% | $198,609-97.8% |
| Participation rate | 90.5% | 77.1%+13.4pp | 71.5%+18.9pp | 82.4%+8.1pp |
| Annual return | 18.64% | 1057.44%-1038.8pp | 778.54%-759.9pp | 202.70%-184.1pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,312 | $4,988-73.7% | $4,304-69.5% | $6,977-81.2% |
| Admin fee / account holder | $372 | $12,558-97.0% | $10,000-96.3% | $19,030-98.0% |