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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 | $5,745 | $196,972-97.1% | $182,262-96.8% | $198,609-97.1% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 18.08% | 158.27%-140.2pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,968 | $8,643-54.1% | $8,276-52.1% | $6,977-43.1% |
| Admin fee / account holder | $8,364 | $18,429-54.6% | $16,712-50.0% | $19,030-56.0% |