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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 | $16,535 | $176,077-90.6% | $159,455-89.6% | $167,518-90.1% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 31.52% | 331.83%-300.3pp | 263.63%-232.1pp | 478.71%-447.2pp |
| Employer contribution / active EE | $28 | $5,298-99.5% | $4,830-99.4% | $4,838-99.4% |
| Participant deferral / active EE | $8,220 | $7,751+6.1% | $7,353+11.8% | $6,342+29.6% |
| Admin fee / account holder | $633 | $12,556-95.0% | $10,800-94.1% | $12,312-94.9% |