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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 | $7,111 | $175,259-95.9% | $149,723-95.3% | $139,487-94.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.96% | 166.82%-148.9pp | 134.50%-116.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,150 | $6,522-21.0% | $5,682-9.4% | $6,713-23.3% |
| Admin fee / account holder | $965 | $16,158-94.0% | $13,215-92.7% | $11,407-91.5% |