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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 | $3,872 | $109,372-96.5% | $89,414-95.7% | $158,966-97.6% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.0%+24.3pp | 82.0%+10.3pp |
| Annual return | 71.97% | 345.55%-273.6pp | 245.50%-173.5pp | 302.95%-231.0pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,289 | $4,598+15.0% | $3,890+36.0% | $5,983-11.6% |
| Admin fee / account holder | $447 | $6,156-92.7% | $4,883-90.9% | $11,250-96.0% |