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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 | $9,586 | $176,120-94.6% | $159,487-94.0% | $167,553-94.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 40.96% | 331.95%-291.0pp | 263.71%-222.8pp | 478.89%-437.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,772 | $7,752+13.2% | $7,354+19.3% | $6,343+38.3% |
| Admin fee / account holder | $444 | $12,561-96.5% | $10,804-95.9% | $12,316-96.4% |