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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 | $8,216 | $217,427-96.2% | $185,837-95.6% | $167,518-95.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.13% | 148.39%-125.3pp | 122.08%-99.0pp | 478.71%-455.6pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,300 | $6,357-16.6% | $5,568-4.8% | $6,342-16.4% |
| Admin fee / account holder | $385 | $19,816-98.1% | $16,241-97.6% | $12,312-96.9% |