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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 | $7,305 | $211,288-96.5% | $178,540-95.9% | $145,884-95.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 205.03% | 30.27%+174.8pp | 27.15%+177.9pp | 551.85%-346.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,240 | $6,967+3.9% | $6,281+15.3% | $6,690+8.2% |
| Admin fee / account holder | $322 | $12,105-97.3% | $10,424-96.9% | $13,392-97.6% |