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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 | $7,205 | $183,978-96.1% | $162,171-95.6% | $152,885-95.3% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 372.39% | 150.78%+221.6pp | 115.60%+256.8pp | 345.39%+27.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,976 | $8,033-38.1% | $7,297-31.8% | $5,851-15.0% |
| Admin fee / account holder | $775 | $13,122-94.1% | $10,843-92.9% | $11,598-93.3% |