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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 | $5,995 | $160,028-96.3% | $147,080-95.9% | $145,884-95.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.70% | 98.60%-72.9pp | 420.17%-394.5pp | 551.85%-526.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,630 | $8,422-45.0% | $8,066-42.6% | $6,690-30.8% |
| Admin fee / account holder | $1,688 | $15,030-88.8% | $12,989-87.0% | $13,392-87.4% |