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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 | $20,123 | $180,459-88.8% | $154,108-86.9% | $135,380-85.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 12.62% | 888.21%-875.6pp | 735.21%-722.6pp | 519.81%-507.2pp |
| Employer contribution / active EE | $896 | $6,035-85.2% | $5,298-83.1% | $4,779-81.2% |
| Participant deferral / active EE | $3,083 | $5,806-46.9% | $5,081-39.3% | $5,609-45.0% |
| Admin fee / account holder | $198,336 | $16,145+1128.5% | $13,411+1378.9% | $10,828+1731.7% |