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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 | $8,582 | $176,120-95.1% | $159,487-94.6% | $167,553-94.9% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 17.99% | 331.95%-314.0pp | 263.71%-245.7pp | 478.89%-460.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,020 | $7,752-61.0% | $7,354-58.9% | $6,343-52.4% |
| Admin fee / account holder | $509 | $12,561-95.9% | $10,804-95.3% | $12,316-95.9% |