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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 | $8,860 | $196,972-95.5% | $182,262-95.1% | $198,609-95.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.24% | 158.27%-144.0pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $22,151 | $8,643+156.3% | $8,276+167.6% | $6,977+217.5% |
| Admin fee / account holder | $39,332 | $18,429+113.4% | $16,712+135.4% | $19,030+106.7% |