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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 | $19,281 | $150,446-87.2% | $136,297-85.9% | $147,585-86.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.71% | 1049.14%-1029.4pp | 5156.19%-5136.5pp | 578.58%-558.9pp |
| Employer contribution / active EE | $757 | $5,256-85.6% | $4,696-83.9% | $4,876-84.5% |
| Participant deferral / active EE | $4,478 | $6,631-32.5% | $6,247-28.3% | $5,439-17.7% |
| Admin fee / account holder | $3,333 | $10,906-69.4% | $9,244-63.9% | $10,886-69.4% |