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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 | $8,348 | $124,175-93.3% | $108,405-92.3% | $167,536-95.0% |
| Participation rate | 85.0% | 82.3%+2.7pp | 80.1%+4.9pp | 82.1%+2.9pp |
| Annual return | 25.06% | 1380.13%-1355.1pp | 905.55%-880.5pp | 478.82%-453.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,356 | $6,908+35.4% | $6,563+42.6% | $6,342+47.5% |
| Admin fee / account holder | $4,657 | $9,457-50.8% | $7,297-36.2% | $12,315-62.2% |