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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 | $5,454 | $95,404-94.3% | $113,397-95.2% | $82,637-93.4% |
| Participation rate | 73.8% | 72.8%+1.0pp | 76.5%-2.7pp | 68.1%+5.7pp |
| Annual return | 507.30% | 19.08%+488.2pp | 23.20%+484.1pp | 53.51%+453.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,825 | $4,220+14.3% | $5,076-5.0% | $4,126+16.9% |
| Admin fee / account holder | $306 | $9,168-96.7% | $11,957-97.4% | $7,339-95.8% |