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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 | $7,330 | $165,381-95.6% | $149,730-95.1% | $158,966-95.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 40.24% | 348.29%-308.0pp | 276.70%-236.5pp | 302.95%-262.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,449 | $7,182-52.0% | $6,843-49.6% | $5,983-42.4% |
| Admin fee / account holder | $643 | $10,809-94.0% | $9,310-93.1% | $11,250-94.3% |