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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 | $7,835 | $202,342-96.1% | $172,753-95.5% | $152,909-94.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.04% | 1029.88%-1010.8pp | 803.00%-784.0pp | 345.46%-326.4pp |
| Employer contribution / active EE | $747 | $5,857-87.3% | $5,144-85.5% | $4,764-84.3% |
| Participant deferral / active EE | $3,125 | $5,948-47.5% | $5,198-39.9% | $5,851-46.6% |
| Admin fee / account holder | $28,034 | $17,112+63.8% | $13,956+100.9% | $11,601+141.7% |