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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 | $6,246 | $102,595-93.9% | $94,057-93.4% | $154,746-96.0% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 17.18% | 583.42%-566.2pp | 480.62%-463.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,243 | $5,118-56.2% | $4,709-52.4% | $6,730-66.7% |
| Admin fee / account holder | $788 | $7,736-89.8% | $7,244-89.1% | $14,365-94.5% |