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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 | $7,316 | $209,428-96.5% | $178,498-95.9% | $158,950-95.4% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 83.84% | 188.78%-104.9pp | 151.09%-67.3pp | 302.91%-219.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,495 | $5,955+9.1% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $1,108 | $17,077-93.5% | $13,985-92.1% | $11,248-90.2% |