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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 | $3,316 | $115,225-97.1% | $100,712-96.7% | $138,895-97.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 99.68% | 40.35%+59.3pp | 33.27%+66.4pp | 145.39%-45.7pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,637 | $4,699-1.3% | $4,085+13.5% | $6,396-27.5% |
| Admin fee / account holder | $899 | $10,844-91.7% | $9,256-90.3% | $12,562-92.8% |