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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 | $7,118 | $157,304-95.5% | $141,197-95.0% | $152,909-95.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 23.92% | 64.34%-40.4pp | 71.41%-47.5pp | 345.46%-321.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,706 | $7,111-19.8% | $6,710-15.0% | $5,851-2.5% |
| Admin fee / account holder | $4,515 | $12,126-62.8% | $10,265-56.0% | $11,601-61.1% |