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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 | $4,020 | $134,817-97.0% | $123,973-96.8% | $155,188-97.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 0.00% | 515.49%-515.5pp | 388.13%-388.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,544 | $5,706-37.9% | $5,247-32.5% | $6,531-45.7% |
| Admin fee / account holder | $1,257 | $13,245-90.5% | $11,799-89.3% | $14,480-91.3% |