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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 | $9,557 | $171,492-94.4% | $150,734-93.7% | $198,609-95.2% |
| Participation rate | 90.0% | 81.4%+8.6pp | 78.4%+11.6pp | 82.4%+7.6pp |
| Annual return | 18.87% | 804.70%-785.8pp | 600.81%-581.9pp | 202.70%-183.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,567 | $6,259-59.0% | $5,610-54.2% | $6,977-63.2% |
| Admin fee / account holder | $839 | $17,628-95.2% | $14,905-94.4% | $19,030-95.6% |