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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 | $7,864 | $227,291-96.5% | $214,702-96.3% | $155,188-94.9% |
| Participation rate | 81.8% | 88.0%-6.2pp | 87.5%-5.7pp | 80.8%+1.0pp |
| Annual return | 0.00% | 60.08%-60.1pp | 54.55%-54.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,830 | $9,582-39.2% | $9,147-36.3% | $6,531-10.7% |
| Admin fee / account holder | $971 | $20,413-95.2% | $19,830-95.1% | $14,480-93.3% |