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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 | $8,021 | $157,296-94.9% | $141,191-94.3% | $152,897-94.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 24.79% | 64.34%-39.5pp | 71.41%-46.6pp | 345.43%-320.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,353 | $7,111-66.9% | $6,710-64.9% | $5,851-59.8% |
| Admin fee / account holder | $1,091 | $12,125-91.0% | $10,264-89.4% | $11,599-90.6% |