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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 | $5,296 | $105,929-95.0% | $81,716-93.5% | $158,966-96.7% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.0%+9.8pp | 82.0%-0.1pp |
| Annual return | 62.85% | 38.19%+24.7pp | 29.49%+33.4pp | 302.95%-240.1pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,267 | $13,007-82.6% | $7,108-68.1% | $5,983-62.1% |
| Admin fee / account holder | $1,949 | $8,492-77.0% | $5,159-62.2% | $11,250-82.7% |