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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 | $4,970 | $223,823-97.8% | $211,142-97.6% | $154,746-96.8% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 65.17% | 50.39%+14.8pp | 46.84%+18.3pp | 172.34%-107.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,599 | $9,750-42.6% | $9,284-39.7% | $6,730-16.8% |
| Admin fee / account holder | $714 | $19,707-96.4% | $19,076-96.3% | $14,365-95.0% |