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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 | $10,729 | $209,847-94.9% | $189,520-94.3% | $167,518-93.6% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 22.52% | 748.45%-725.9pp | 555.25%-532.7pp | 478.71%-456.2pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,400 | $8,934-39.6% | $8,220-34.3% | $6,342-14.8% |
| Admin fee / account holder | $664 | $14,295-95.4% | $12,046-94.5% | $12,312-94.6% |