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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 | $201,370-98.4% | $184,256-98.3% | $145,897-97.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 45.12% | 29.05%+16.1pp | 28.85%+16.3pp | 552.29%-507.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,127 | $9,808-57.9% | $9,133-54.8% | $6,689-38.3% |
| Admin fee / account holder | $546 | $16,364-96.7% | $13,899-96.1% | $13,390-95.9% |