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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 | $6,569 | $183,516-96.4% | $155,534-95.8% | $145,884-95.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 13.74% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,723 | $6,467-27.0% | $5,630-16.1% | $6,690-29.4% |
| Admin fee / account holder | $4,053 | $19,293-79.0% | $15,900-74.5% | $13,392-69.7% |