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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 | $9,394 | $217,432-95.7% | $185,849-94.9% | $167,536-94.4% |
| Participation rate | 81.3% | 86.1%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 79.31% | 148.42%-69.1pp | 122.10%-42.8pp | 478.82%-399.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,187 | $6,357-34.1% | $5,569-24.8% | $6,342-34.0% |
| Admin fee / account holder | $332 | $19,818-98.3% | $16,244-98.0% | $12,315-97.3% |