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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 | $7,436 | $148,623-95.0% | $135,974-94.5% | $139,466-94.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 62.05% | 79.30%-17.2pp | 68.30%-6.3pp | 373.66%-311.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,036 | $8,103-25.5% | $7,760-22.2% | $6,712-10.1% |
| Admin fee / account holder | $304 | $12,406-97.5% | $10,767-97.2% | $11,409-97.3% |