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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 | $21,091 | $150,447-86.0% | $136,298-84.5% | $147,586-85.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.11% | 1049.15%-1030.0pp | 5156.27%-5137.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,522 | $6,631+28.5% | $6,247+36.4% | $5,439+56.7% |
| Admin fee / account holder | $312 | $10,906-97.1% | $9,244-96.6% | $10,886-97.1% |