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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 | $3,934 | $159,978-97.5% | $147,041-97.3% | $145,978-97.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.31% | 98.36%-70.1pp | 419.21%-390.9pp | 550.52%-522.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,771 | $8,429-43.4% | $8,071-40.9% | $6,690-28.7% |
| Admin fee / account holder | $819 | $15,053-94.6% | $13,006-93.7% | $13,400-93.9% |