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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 | $5,394 | $173,397-96.9% | $135,987-96.0% | $145,877-96.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.4%-1.4pp | 80.3%-5.3pp |
| Annual return | 12.25% | 1166.18%-1153.9pp | 580.01%-567.8pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,444 | $8,710+8.4% | $7,027+34.4% | $6,691+41.2% |
| Admin fee / account holder | $3,354 | $9,663-65.3% | $6,716-50.1% | $13,402-75.0% |