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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 | $5,531 | $160,040-96.5% | $147,096-96.2% | $145,877-96.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 23.49% | 98.49%-75.0pp | 419.75%-396.3pp | 551.28%-527.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,729 | $8,429-43.9% | $8,071-41.4% | $6,691-29.3% |
| Admin fee / account holder | $6,401 | $15,050-57.5% | $13,005-50.8% | $13,402-52.2% |