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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 | $3,832 | $177,353-97.8% | $158,226-97.6% | $198,609-98.1% |
| Participation rate | 83.3% | 77.0%+6.3pp | 74.8%+8.5pp | 82.4%+1.0pp |
| Annual return | 91.66% | 599.50%-507.8pp | 501.41%-409.7pp | 202.70%-111.0pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,233 | $4,615-73.3% | $4,317-71.4% | $6,977-82.3% |
| Admin fee / account holder | $1,987 | $10,960-81.9% | $10,217-80.6% | $19,030-89.6% |