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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 | $6,403 | $160,070-96.0% | $147,117-95.6% | $145,897-95.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 28.22% | 98.69%-70.5pp | 420.54%-392.3pp | 552.29%-524.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,017 | $8,419-28.5% | $8,065-25.4% | $6,689-10.1% |
| Admin fee / account holder | $1,220 | $15,035-91.9% | $12,993-90.6% | $13,390-90.9% |