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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 | $8,163 | $160,040-94.9% | $147,096-94.5% | $145,877-94.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.83% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,361 | $8,429-48.3% | $8,071-46.0% | $6,691-34.8% |
| Admin fee / account holder | $581 | $15,050-96.1% | $13,005-95.5% | $13,402-95.7% |