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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 | $7,253 | $105,160-93.1% | $94,679-92.3% | $139,456-94.8% |
| Participation rate | 92.9% | 82.4%+10.5pp | 80.8%+12.0pp | 80.3%+12.5pp |
| Annual return | 46.57% | 38.04%+8.5pp | 156.75%-110.2pp | 373.45%-326.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,367 | $7,599-16.2% | $7,417-14.2% | $6,711-5.1% |
| Admin fee / account holder | $2,093 | $8,988-76.7% | $7,233-71.1% | $11,407-81.7% |