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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 | $7,060 | $176,077-96.0% | $159,455-95.6% | $167,518-95.8% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.65% | 331.83%-315.2pp | 263.63%-247.0pp | 478.71%-462.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,952 | $7,751-61.9% | $7,353-59.8% | $6,342-53.4% |
| Admin fee / account holder | $724 | $12,556-94.2% | $10,800-93.3% | $12,312-94.1% |