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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 | $9,035 | $125,190-92.8% | $105,624-91.4% | $145,897-93.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.73% | 225.22%-209.5pp | 116.20%-100.5pp | 552.29%-536.6pp |
| Employer contribution / active EE | $512 | $3,720-86.2% | $3,168-83.8% | $4,663-89.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $805 | $17,138-95.3% | $10,961-92.7% | $13,390-94.0% |