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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 | $7,584 | $166,242-95.4% | $165,071-95.4% | $145,884-94.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.60% | 100.44%-90.8pp | 70.17%-60.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,057 | $6,964-27.4% | $6,035-16.2% | $6,690-24.4% |
| Admin fee / account holder | $1,493 | $16,658-91.0% | $12,695-88.2% | $13,392-88.9% |