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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 | $8,851 | $138,076-93.6% | $123,553-92.8% | $135,380-93.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 29.64% | 153.70%-124.1pp | 119.21%-89.6pp | 519.81%-490.2pp |
| Employer contribution / active EE | $885 | $5,152-82.8% | $4,628-80.9% | $4,779-81.5% |
| Participant deferral / active EE | $3,822 | $6,800-43.8% | $6,426-40.5% | $5,609-31.9% |
| Admin fee / account holder | $935 | $10,917-91.4% | $9,284-89.9% | $10,828-91.4% |