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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 | $8,129 | $165,399-95.1% | $149,745-94.6% | $158,982-94.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 12.87% | 348.34%-335.5pp | 276.72%-263.9pp | 302.99%-290.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,396 | $7,183-38.8% | $6,843-35.8% | $5,983-26.5% |
| Admin fee / account holder | $5,024 | $10,811-53.5% | $9,312-46.0% | $11,252-55.3% |