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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 | $3,161 | $201,344-98.4% | $184,243-98.3% | $145,877-97.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 45.12% | 29.01%+16.1pp | 28.82%+16.3pp | 551.28%-506.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,127 | $9,807-57.9% | $9,132-54.8% | $6,691-38.3% |
| Admin fee / account holder | $546 | $16,382-96.7% | $13,914-96.1% | $13,402-95.9% |