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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 | $8,354 | $160,040-94.8% | $147,096-94.3% | $145,877-94.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 26.24% | 98.49%-72.2pp | 419.75%-393.5pp | 551.28%-525.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,505 | $8,429+48.4% | $8,071+54.9% | $6,691+86.9% |
| Admin fee / account holder | $1,181 | $15,050-92.1% | $13,005-90.9% | $13,402-91.2% |