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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 | $4,657 | $176,077-97.4% | $159,455-97.1% | $167,518-97.2% |
| Participation rate | 76.5% | 84.9%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 83.80% | 331.83%-248.0pp | 263.63%-179.8pp | 478.71%-394.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,053 | $7,751-60.6% | $7,353-58.5% | $6,342-51.9% |
| Admin fee / account holder | $310 | $12,556-97.5% | $10,800-97.1% | $12,312-97.5% |