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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 | $7,850 | $157,304-95.0% | $141,197-94.4% | $152,909-94.9% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 26.70% | 64.34%-37.6pp | 71.41%-44.7pp | 345.46%-318.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,054 | $7,111-14.9% | $6,710-9.8% | $5,851+3.5% |
| Admin fee / account holder | $868 | $12,126-92.8% | $10,265-91.5% | $11,601-92.5% |