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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 | $5,526 | $160,070-96.5% | $147,117-96.2% | $145,897-96.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 41.66% | 98.69%-57.0pp | 420.54%-378.9pp | 552.29%-510.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,195 | $8,419-14.5% | $8,065-10.8% | $6,689+7.6% |
| Admin fee / account holder | $2,218 | $15,035-85.2% | $12,993-82.9% | $13,390-83.4% |