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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 | $4,754 | $150,447-96.8% | $136,298-96.5% | $147,586-96.8% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 25.14% | 1049.15%-1024.0pp | 5156.27%-5131.1pp | 578.59%-553.5pp |
| Employer contribution / active EE | $749 | $5,256-85.7% | $4,696-84.0% | $4,876-84.6% |
| Participant deferral / active EE | $2,875 | $6,631-56.6% | $6,247-54.0% | $5,439-47.1% |
| Admin fee / account holder | $565 | $10,906-94.8% | $9,244-93.9% | $10,886-94.8% |