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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 | $7,250 | $134,817-94.6% | $123,973-94.2% | $155,188-95.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 9.98% | 515.49%-505.5pp | 388.13%-378.1pp | 148.84%-138.9pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,401 | $5,706-57.9% | $5,247-54.2% | $6,531-63.2% |
| Admin fee / account holder | $576 | $13,245-95.6% | $11,799-95.1% | $14,480-96.0% |