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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 | $12,140 | $150,447-91.9% | $136,298-91.1% | $147,586-91.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 25.86% | 1049.15%-1023.3pp | 5156.27%-5130.4pp | 578.59%-552.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,481 | $6,631-2.3% | $6,247+3.7% | $5,439+19.2% |
| Admin fee / account holder | $1,028 | $10,906-90.6% | $9,244-88.9% | $10,886-90.6% |