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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 | $6,082 | $162,529-96.3% | $130,788-95.3% | $154,746-96.1% |
| Participation rate | 77.8% | 75.9%+1.9pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 22.36% | 510.48%-488.1pp | 386.44%-364.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,048 | $4,808-36.6% | $4,137-26.3% | $6,730-54.7% |
| Admin fee / account holder | $815 | $7,669-89.4% | $6,673-87.8% | $14,365-94.3% |