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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 | $10,344 | $162,136-93.6% | $152,301-93.2% | $154,746-93.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 514.42% | 91.02%+423.4pp | 80.50%+433.9pp | 172.34%+342.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,134 | $8,341-38.5% | $8,004-35.9% | $6,730-23.7% |
| Admin fee / account holder | $354 | $15,759-97.8% | $14,398-97.5% | $14,365-97.5% |