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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 | $11,307 | $150,447-92.5% | $136,298-91.7% | $147,586-92.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 23.09% | 1049.15%-1026.1pp | 5156.27%-5133.2pp | 578.59%-555.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,627 | $6,631-15.1% | $6,247-9.9% | $5,439+3.5% |
| Admin fee / account holder | $987 | $10,906-91.0% | $9,244-89.3% | $10,886-90.9% |