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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 | $2,839 | $115,796-97.5% | $101,264-97.2% | $158,950-98.2% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.1pp | 82.0%+10.9pp |
| Annual return | 21.19% | 56.15%-35.0pp | 46.48%-25.3pp | 302.91%-281.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,619 | $4,958-47.2% | $4,370-40.1% | $5,983-56.2% |
| Admin fee / account holder | $507 | $7,247-93.0% | $5,947-91.5% | $11,248-95.5% |