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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 | $12,466 | $202,342-93.8% | $172,753-92.8% | $152,909-91.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.74% | 1029.88%-1011.1pp | 803.00%-784.3pp | 345.46%-326.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,525 | $5,948-57.6% | $5,198-51.4% | $5,851-56.9% |
| Admin fee / account holder | $623 | $17,112-96.4% | $13,956-95.5% | $11,601-94.6% |