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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 | $7,364 | $160,070-95.4% | $147,117-95.0% | $145,897-95.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 12.77% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | -$3 | $5,285-100.1% | $4,932-100.1% | $4,663-100.1% |
| Participant deferral / active EE | $7,005 | $8,419-16.8% | $8,065-13.1% | $6,689+4.7% |
| Admin fee / account holder | $2,160 | $15,035-85.6% | $12,993-83.4% | $13,390-83.9% |