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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 | $6,568 | $211,224-96.9% | $178,505-96.3% | $145,897-95.5% |
| Participation rate | 91.7% | 80.8%+10.8pp | 77.1%+14.5pp | 80.3%+11.4pp |
| Annual return | 67.61% | 30.28%+37.3pp | 27.16%+40.5pp | 552.29%-484.7pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,837 | $6,966-30.6% | $6,280-23.0% | $6,689-27.7% |
| Admin fee / account holder | $369 | $12,109-97.0% | $10,428-96.5% | $13,390-97.2% |