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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 | $8,702 | $157,296-94.5% | $141,191-93.8% | $152,897-94.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.89% | 64.34%-43.4pp | 71.41%-50.5pp | 345.43%-324.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,538 | $7,111-8.1% | $6,710-2.6% | $5,851+11.7% |
| Admin fee / account holder | $538 | $12,125-95.6% | $10,264-94.8% | $11,599-95.4% |