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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 | $6,465 | $157,304-95.9% | $141,197-95.4% | $152,909-95.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 83.11% | 64.34%+18.8pp | 71.41%+11.7pp | 345.46%-262.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,844 | $7,111-60.0% | $6,710-57.6% | $5,851-51.4% |
| Admin fee / account holder | $1,448 | $12,126-88.1% | $10,265-85.9% | $11,601-87.5% |