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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 | $8,277 | $162,136-94.9% | $152,301-94.6% | $154,746-94.7% |
| Participation rate | 82.6% | 84.1%-1.5pp | 82.4%+0.2pp | 80.7%+1.9pp |
| Annual return | 32.51% | 91.02%-58.5pp | 80.50%-48.0pp | 172.34%-139.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,841 | $8,341-30.0% | $8,004-27.0% | $6,730-13.2% |
| Admin fee / account holder | $1,054 | $15,759-93.3% | $14,398-92.7% | $14,365-92.7% |