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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 | $5,334 | $76,368-93.0% | $67,681-92.1% | $154,746-96.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.68% | 1066.77%-1052.1pp | 590.58%-575.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,363 | $4,824-51.0% | $3,976-40.6% | $6,730-64.9% |
| Admin fee / account holder | $6,629 | $8,559-22.6% | $6,100+8.7% | $14,365-53.9% |