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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 | $4,108 | $68,412-94.0% | $94,679-95.7% | $75,181-94.5% |
| Participation rate | 87.5% | 76.1%+11.4pp | 80.8%+6.7pp | 67.2%+20.3pp |
| Annual return | 68.25% | 616.91%-548.7pp | 156.75%-88.5pp | 160.69%-92.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,739 | $6,537-42.8% | $7,417-49.6% | $4,126-9.4% |
| Admin fee / account holder | $403 | $5,326-92.4% | $7,233-94.4% | $5,650-92.9% |