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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 | $2,450 | $160,028-98.5% | $147,080-98.3% | $145,884-98.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.02% | 98.60%-71.6pp | 420.17%-393.2pp | 551.85%-524.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,251 | $8,422+21.7% | $8,066+27.1% | $6,690+53.2% |
| Admin fee / account holder | $51,762 | $15,030+244.4% | $12,989+298.5% | $13,392+286.5% |