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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 | $5,376 | $129,737-95.9% | $119,126-95.5% | $154,746-96.5% |
| Participation rate | 78.9% | 78.9%+0.1pp | 75.8%+3.2pp | 80.7%-1.8pp |
| Annual return | 137.99% | 379.08%-241.1pp | 282.11%-144.1pp | 172.34%-34.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,870 | $5,842-33.7% | $5,318-27.2% | $6,730-42.5% |
| Admin fee / account holder | $3,932 | $11,961-67.1% | $10,693-63.2% | $14,365-72.6% |