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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 | $6,274 | $202,342-96.9% | $172,752-96.4% | $152,897-95.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 37.64% | 1029.83%-992.2pp | 802.97%-765.3pp | 345.43%-307.8pp |
| Employer contribution / active EE | $832 | $5,858-85.8% | $5,144-83.8% | $4,764-82.5% |
| Participant deferral / active EE | $3,067 | $5,948-48.4% | $5,198-41.0% | $5,851-47.6% |
| Admin fee / account holder | $389 | $17,111-97.7% | $13,955-97.2% | $11,599-96.6% |