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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 | $7,274 | $108,911-93.3% | $100,392-92.8% | $145,884-95.0% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 22.75% | 58.23%-35.5pp | 49.45%-26.7pp | 551.85%-529.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,650 | $8,459-45.0% | $8,090-42.5% | $6,690-30.5% |
| Admin fee / account holder | $4,910 | $9,698-49.4% | $7,904-37.9% | $13,392-63.3% |