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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 | $4,604 | $111,830-95.9% | $93,696-95.1% | $145,884-96.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 9.33% | 204.08%-194.7pp | 133.74%-124.4pp | 551.85%-542.5pp |
| Employer contribution / active EE | $551 | $3,093-82.2% | $2,422-77.3% | $4,662-88.2% |
| Participant deferral / active EE | $5,174 | $4,920+5.2% | $4,417+17.1% | $6,690-22.7% |
| Admin fee / account holder | $13,946 | $10,249+36.1% | $8,287+68.3% | $13,392+4.1% |