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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 | $7,740 | $138,078-94.4% | $125,363-93.8% | $134,509-94.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | 5.49% | 750.49%-745.0pp | 572.15%-566.7pp | 418.13%-412.6pp |
| Employer contribution / active EE | $23 | $5,245-99.6% | $4,815-99.5% | $4,741-99.5% |
| Participant deferral / active EE | $2,853 | $7,800-63.4% | $7,447-61.7% | $6,400-55.4% |
| Admin fee / account holder | $942 | $11,566-91.9% | $10,005-90.6% | $11,427-91.8% |