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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 | $10,129 | $148,623-93.2% | $135,974-92.6% | $139,466-92.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 76.57% | 79.30%-2.7pp | 68.30%+8.3pp | 373.66%-297.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,964 | $8,103-26.4% | $7,760-23.1% | $6,712-11.1% |
| Admin fee / account holder | $3,105 | $12,406-75.0% | $10,767-71.2% | $11,409-72.8% |