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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 | $3,933 | $105,856-96.3% | $90,161-95.6% | $147,586-97.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 51.05% | 37.63%+13.4pp | 34.89%+16.2pp | 578.59%-527.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,139 | $5,733+7.1% | $5,287+16.1% | $5,439+12.9% |
| Admin fee / account holder | $1,250 | $8,046-84.5% | $5,943-79.0% | $10,886-88.5% |