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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 | $2,512 | $183,516-98.6% | $155,534-98.4% | $145,884-98.3% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 140.60% | 61.43%+79.2pp | 64.92%+75.7pp | 551.85%-411.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,468 | $6,467-61.8% | $5,630-56.2% | $6,690-63.1% |
| Admin fee / account holder | $431 | $19,293-97.8% | $15,900-97.3% | $13,392-96.8% |