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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 | $4,422 | $142,354-96.9% | $125,529-96.5% | $155,188-97.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 0.00% | 306.06%-306.1pp | 202.56%-202.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,981 | $5,491-9.3% | $4,813+3.5% | $6,531-23.7% |
| Admin fee / account holder | $800 | $19,392-95.9% | $16,298-95.1% | $14,480-94.5% |