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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 | $9,395 | $108,897-91.4% | $100,378-90.6% | $145,877-93.6% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 20.01% | 58.17%-38.2pp | 49.41%-29.4pp | 551.28%-531.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,808 | $8,455-55.0% | $8,087-52.9% | $6,691-43.1% |
| Admin fee / account holder | $965 | $9,690-90.0% | $7,899-87.8% | $13,402-92.8% |