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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 | $3,088 | $103,008-97.0% | $90,304-96.6% | $152,897-98.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 872.77% | 95.22%+777.5pp | 78.13%+794.6pp | 345.43%+527.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,089 | $4,281+65.6% | $3,885+82.5% | $5,851+21.2% |
| Admin fee / account holder | $1,618 | $6,175-73.8% | $5,354-69.8% | $11,599-86.1% |