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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 | $2,109 | $110,379-98.1% | $102,412-97.9% | $145,884-98.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 82.07% | 24.84%+57.2pp | 24.94%+57.1pp | 551.85%-469.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,217 | $5,622-60.6% | $5,060-56.2% | $6,690-66.9% |
| Admin fee / account holder | $886 | $9,745-90.9% | $8,388-89.4% | $13,392-93.4% |