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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 | $4,909 | $98,776-95.0% | $149,745-96.7% | $79,856-93.9% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.5%+1.6pp | 69.6%+14.5pp |
| Annual return | 563.52% | 27.38%+536.1pp | 276.72%+286.8pp | 31.71%+531.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,302 | $5,681-24.3% | $6,843-37.1% | $3,741+15.0% |
| Admin fee / account holder | $1,489 | $6,053-75.4% | $9,312-84.0% | $5,306-71.9% |