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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 | $9,012 | $176,120-94.9% | $159,487-94.3% | $167,553-94.6% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 14.66% | 331.95%-317.3pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,303 | $7,752-31.6% | $7,354-27.9% | $6,343-16.4% |
| Admin fee / account holder | $1,470 | $12,561-88.3% | $10,804-86.4% | $12,316-88.1% |