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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 | $1,489 | $114,119-98.7% | $107,187-98.6% | $138,895-98.9% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 52.72% | 273.21%-220.5pp | 204.55%-151.8pp | 145.39%-92.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,687 | $5,538-69.5% | $5,096-66.9% | $6,396-73.6% |
| Admin fee / account holder | $371 | $10,024-96.3% | $9,162-95.9% | $12,562-97.0% |