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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 | $7,808 | $157,304-95.0% | $141,197-94.5% | $152,909-94.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 120.74% | 64.34%+56.4pp | 71.41%+49.3pp | 345.46%-224.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,561 | $7,111-21.8% | $6,710-17.1% | $5,851-5.0% |
| Admin fee / account holder | $331 | $12,126-97.3% | $10,265-96.8% | $11,601-97.1% |