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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 | $16,344 | $166,268-90.2% | $165,100-90.1% | $145,897-88.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 53.83% | 100.52%-46.7pp | 70.21%-16.4pp | 552.29%-498.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,918 | $6,964+13.7% | $6,035+31.2% | $6,689+18.4% |
| Admin fee / account holder | $1,835 | $16,659-89.0% | $12,696-85.5% | $13,390-86.3% |