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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 | $125,778-97.0% | $114,563-96.7% | $154,746-97.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 91.66% | 295.14%-203.5pp | 241.09%-149.4pp | 172.34%-80.7pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,233 | $4,445-72.3% | $4,142-70.2% | $6,730-81.7% |
| Admin fee / account holder | $1,987 | $8,190-75.7% | $7,623-73.9% | $14,365-86.2% |