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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 | $5,489 | $115,796-95.3% | $101,264-94.6% | $158,950-96.5% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 10.68% | 56.15%-45.5pp | 46.48%-35.8pp | 302.91%-292.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,157 | $4,958-56.5% | $4,370-50.6% | $5,983-63.9% |
| Admin fee / account holder | $1,956 | $7,247-73.0% | $5,947-67.1% | $11,248-82.6% |