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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 | $8,322 | $180,462-95.4% | $154,111-94.6% | $135,379-93.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.72% | 888.17%-883.5pp | 735.18%-730.5pp | 519.79%-515.1pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,171 | $5,806-28.2% | $5,081-17.9% | $5,609-25.6% |
| Admin fee / account holder | $804 | $16,145-95.0% | $13,411-94.0% | $10,828-92.6% |