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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 | $5,120 | $165,399-96.9% | $149,745-96.6% | $158,982-96.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 63.30% | 348.34%-285.0pp | 276.72%-213.4pp | 302.99%-239.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,247 | $7,183-54.8% | $6,843-52.6% | $5,983-45.7% |
| Admin fee / account holder | $458 | $10,811-95.8% | $9,312-95.1% | $11,252-95.9% |