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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 | $5,729 | $112,112-94.9% | $95,956-94.0% | $158,950-96.4% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 29.08% | 171.15%-142.1pp | 91.63%-62.5pp | 302.91%-273.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,321 | $4,784-51.5% | $4,167-44.3% | $5,983-61.2% |
| Admin fee / account holder | $319 | $10,134-96.9% | $6,797-95.3% | $11,248-97.2% |