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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 | $211,288-96.9% | $178,540-96.3% | $145,884-95.5% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 67.61% | 30.27%+37.3pp | 27.15%+40.5pp | 551.85%-484.2pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,837 | $6,967-30.6% | $6,281-23.0% | $6,690-27.7% |
| Admin fee / account holder | $369 | $12,105-96.9% | $10,424-96.5% | $13,392-97.2% |