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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 | $5,166 | $138,114-96.3% | $125,391-95.9% | $134,545-96.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 62.97% | 750.88%-687.9pp | 572.41%-509.4pp | 418.37%-355.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,900 | $7,801+1.3% | $7,448+6.1% | $6,401+23.4% |
| Admin fee / account holder | $2,745 | $11,570-76.3% | $10,009-72.6% | $11,431-76.0% |