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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 | $5,140 | $102,595-95.0% | $94,057-94.5% | $154,746-96.7% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 19.88% | 583.42%-563.5pp | 480.62%-460.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,934 | $5,118-23.1% | $4,709-16.5% | $6,730-41.5% |
| Admin fee / account holder | $1,069 | $7,736-86.2% | $7,244-85.2% | $14,365-92.6% |