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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 | $25,834 | $202,342-87.2% | $172,753-85.0% | $152,909-83.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 50.93% | 1029.88%-978.9pp | 803.00%-752.1pp | 345.46%-294.5pp |
| Employer contribution / active EE | $668 | $5,857-88.6% | $5,144-87.0% | $4,764-86.0% |
| Participant deferral / active EE | $8,444 | $5,948+42.0% | $5,198+62.5% | $5,851+44.3% |
| Admin fee / account holder | $3,044 | $17,112-82.2% | $13,956-78.2% | $11,601-73.8% |