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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 | $7,011 | $171,867-95.9% | $149,721-95.3% | $147,586-95.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,236 | $6,275-80.3% | $5,444-77.3% | $4,876-74.7% |
| Participant deferral / active EE | $5,845 | $7,270-19.6% | $6,568-11.0% | $5,439+7.5% |
| Admin fee / account holder | $537 | $13,799-96.1% | $11,282-95.2% | $10,886-95.1% |