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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 | $5,868 | $185,856-96.8% | $170,028-96.5% | $139,456-95.8% |
| Participation rate | 87.0% | 87.8%-0.8pp | 87.0%0pp | 80.3%+6.6pp |
| Annual return | 23.70% | 60.52%-36.8pp | 53.39%-29.7pp | 373.45%-349.8pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,030 | $11,623-56.7% | $10,409-51.7% | $6,711-25.1% |
| Admin fee / account holder | $1,061 | $15,387-93.1% | $12,820-91.7% | $11,407-90.7% |