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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 | $12,447 | $160,070-92.2% | $147,117-91.5% | $145,897-91.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 93.41% | 98.69%-5.3pp | 420.54%-327.1pp | 552.29%-458.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,343 | $8,419-24.7% | $8,065-21.3% | $6,689-5.2% |
| Admin fee / account holder | $680 | $15,035-95.5% | $12,993-94.8% | $13,390-94.9% |