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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 | $4,918 | $147,727-96.7% | $115,756-95.8% | $134,509-96.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | 16.66% | 73.96%-57.3pp | 143.14%-126.5pp | 418.13%-401.5pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,114 | $7,563+33.7% | $6,254+61.7% | $6,400+58.0% |
| Admin fee / account holder | $2,780 | $14,571-80.9% | $8,124-65.8% | $11,427-75.7% |