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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 | $4,052 | $183,627-97.8% | $155,602-97.4% | $145,978-97.2% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 115.31% | 61.32%+54.0pp | 64.81%+50.5pp | 550.52%-435.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,063 | $6,466-68.1% | $5,629-63.4% | $6,690-69.2% |
| Admin fee / account holder | $669 | $19,327-96.5% | $15,923-95.8% | $13,400-95.0% |