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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 | $14,485 | $176,120-91.8% | $159,487-90.9% | $167,553-91.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.55% | 331.95%-320.4pp | 263.71%-252.2pp | 478.89%-467.3pp |
| Employer contribution / active EE | $651 | $5,299-87.7% | $4,831-86.5% | $4,840-86.5% |
| Participant deferral / active EE | $4,958 | $7,752-36.0% | $7,354-32.6% | $6,343-21.8% |
| Admin fee / account holder | $4,460 | $12,561-64.5% | $10,804-58.7% | $12,316-63.8% |