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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 | $8,881 | $166,089-94.7% | $164,928-94.6% | $145,978-93.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.45% | 100.26%-84.8pp | 70.08%-54.6pp | 550.52%-535.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,154 | $6,961-40.3% | $6,034-31.2% | $6,690-37.9% |
| Admin fee / account holder | $361 | $16,641-97.8% | $12,684-97.2% | $13,400-97.3% |