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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 | $5,785 | $217,427-97.3% | $185,837-96.9% | $167,518-96.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.03% | 148.39%-139.4pp | 122.08%-113.1pp | 478.71%-469.7pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,488 | $6,357-60.9% | $5,568-55.3% | $6,342-60.8% |
| Admin fee / account holder | $1,710 | $19,816-91.4% | $16,241-89.5% | $12,312-86.1% |