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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 | $8,413 | $129,737-93.5% | $119,126-92.9% | $154,746-94.6% |
| Participation rate | 94.1% | 78.9%+15.3pp | 75.8%+18.4pp | 80.7%+13.4pp |
| Annual return | 10.47% | 379.08%-368.6pp | 282.11%-271.6pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,440 | $5,842-41.1% | $5,318-35.3% | $6,730-48.9% |
| Admin fee / account holder | $1,078 | $11,961-91.0% | $10,693-89.9% | $14,365-92.5% |