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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 | $5,125 | $162,529-96.8% | $130,788-96.1% | $154,746-96.7% |
| Participation rate | 90.0% | 75.9%+14.1pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 16.25% | 510.48%-494.2pp | 386.44%-370.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,581 | $4,808-67.1% | $4,137-61.8% | $6,730-76.5% |
| Admin fee / account holder | $3,198 | $7,669-58.3% | $6,673-52.1% | $14,365-77.7% |