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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 | $9,278 | $124,175-92.5% | $108,405-91.4% | $167,536-94.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.43% | 1380.13%-1365.7pp | 905.55%-891.1pp | 478.82%-464.4pp |
| Employer contribution / active EE | $225 | $4,188-94.6% | $3,559-93.7% | $4,839-95.3% |
| Participant deferral / active EE | $5,391 | $6,908-22.0% | $6,563-17.9% | $6,342-15.0% |
| Admin fee / account holder | $1,146 | $9,457-87.9% | $7,297-84.3% | $12,315-90.7% |