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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 | $5,719 | $102,595-94.4% | $94,057-93.9% | $154,746-96.3% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 80.7%+14.0pp |
| Annual return | 14.70% | 583.42%-568.7pp | 480.62%-465.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,605 | $5,118-49.1% | $4,709-44.7% | $6,730-61.3% |
| Admin fee / account holder | $1,346 | $7,736-82.6% | $7,244-81.4% | $14,365-90.6% |