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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 | $3,077 | $106,247-97.1% | $96,515-96.8% | $139,466-97.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 55.10% | 38.47%+16.6pp | 35.73%+19.4pp | 373.66%-318.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,663 | $5,456-32.9% | $4,880-24.9% | $6,712-45.4% |
| Admin fee / account holder | $1,675 | $7,885-78.8% | $6,735-75.1% | $11,409-85.3% |