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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 | $7,356 | $157,296-95.3% | $141,191-94.8% | $152,897-95.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 172.04% | 64.34%+107.7pp | 71.41%+100.6pp | 345.43%-173.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,059 | $7,111-28.8% | $6,710-24.6% | $5,851-13.5% |
| Admin fee / account holder | $621 | $12,125-94.9% | $10,264-93.9% | $11,599-94.6% |