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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 | $8,760 | $183,539-95.2% | $155,556-94.4% | $145,897-94.0% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 37.15% | 61.31%-24.2pp | 64.84%-27.7pp | 552.29%-515.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,487 | $6,467-30.6% | $5,631-20.3% | $6,689-32.9% |
| Admin fee / account holder | $3,442 | $19,275-82.1% | $15,885-78.3% | $13,390-74.3% |