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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 | $3,288 | $160,028-97.9% | $147,080-97.8% | $145,884-97.7% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 24.68% | 98.60%-73.9pp | 420.17%-395.5pp | 551.85%-527.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,403 | $8,422-59.6% | $8,066-57.8% | $6,690-49.1% |
| Admin fee / account holder | $1,609 | $15,030-89.3% | $12,989-87.6% | $13,392-88.0% |