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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 | $7,442 | $159,978-95.3% | $147,041-94.9% | $145,978-94.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 18.35% | 98.36%-80.0pp | 419.21%-400.9pp | 550.52%-532.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,779 | $8,429-55.2% | $8,071-53.2% | $6,690-43.5% |
| Admin fee / account holder | $5,664 | $15,053-62.4% | $13,006-56.4% | $13,400-57.7% |