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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 | $5,878 | $157,304-96.3% | $141,197-95.8% | $152,909-96.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 76.79% | 64.34%+12.4pp | 71.41%+5.4pp | 345.46%-268.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,434 | $7,111-9.5% | $6,710-4.1% | $5,851+10.0% |
| Admin fee / account holder | $1,112 | $12,126-90.8% | $10,265-89.2% | $11,601-90.4% |