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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 | $8,153 | $162,812-95.0% | $133,971-93.9% | $158,966-94.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 202.41% | 41.94%+160.5pp | 45.09%+157.3pp | 302.95%-100.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,245 | $5,910-11.3% | $5,047+3.9% | $5,983-12.3% |
| Admin fee / account holder | $2,205 | $11,741-81.2% | $8,929-75.3% | $11,250-80.4% |