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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 | $5,814 | $160,028-96.4% | $147,080-96.0% | $145,884-96.0% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 48.50% | 98.60%-50.1pp | 420.17%-371.7pp | 551.85%-503.3pp |
| Employer contribution / active EE | $550 | $5,286-89.6% | $4,933-88.9% | $4,662-88.2% |
| Participant deferral / active EE | $3,848 | $8,422-54.3% | $8,066-52.3% | $6,690-42.5% |
| Admin fee / account holder | $336 | $15,030-97.8% | $12,989-97.4% | $13,392-97.5% |