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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 | $8,364 | $138,102-93.9% | $125,381-93.3% | $134,532-93.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 95.91% | 750.73%-654.8pp | 572.31%-476.4pp | 418.27%-322.4pp |
| Employer contribution / active EE | $570 | $5,245-89.1% | $4,815-88.2% | $4,741-88.0% |
| Participant deferral / active EE | $4,977 | $7,801-36.2% | $7,448-33.2% | $6,401-22.3% |
| Admin fee / account holder | $4,094 | $11,568-64.6% | $10,007-59.1% | $11,429-64.2% |