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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 | $10,385 | $160,070-93.5% | $147,117-92.9% | $145,897-92.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 35.24% | 98.69%-63.4pp | 420.54%-385.3pp | 552.29%-517.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,852 | $8,419-18.6% | $8,065-15.0% | $6,689+2.4% |
| Admin fee / account holder | $1,843 | $15,035-87.7% | $12,993-85.8% | $13,390-86.2% |