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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 | $2,757 | $102,595-97.3% | $94,057-97.1% | $154,746-98.2% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 65.09% | 583.42%-518.3pp | 480.62%-415.5pp | 172.34%-107.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,979 | $5,118-61.3% | $4,709-58.0% | $6,730-70.6% |
| Admin fee / account holder | $393 | $7,736-94.9% | $7,244-94.6% | $14,365-97.3% |