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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 | $8,274 | $157,296-94.7% | $141,191-94.1% | $152,897-94.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 65.11% | 64.34%+0.8pp | 71.41%-6.3pp | 345.43%-280.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,145 | $7,111+0.5% | $6,710+6.5% | $5,851+22.1% |
| Admin fee / account holder | $514 | $12,125-95.8% | $10,264-95.0% | $11,599-95.6% |