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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 | $12,558 | $159,978-92.2% | $147,041-91.5% | $145,978-91.4% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 44.84% | 98.36%-53.5pp | 419.21%-374.4pp | 550.52%-505.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,471 | $8,429-11.4% | $8,071-7.4% | $6,690+11.7% |
| Admin fee / account holder | $6,046 | $15,053-59.8% | $13,006-53.5% | $13,400-54.9% |