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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 | $6,483 | $166,268-96.1% | $165,100-96.1% | $145,897-95.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.37% | 100.52%-91.1pp | 70.21%-60.8pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,109 | $5,284-79.0% | $4,348-74.5% | $4,663-76.2% |
| Participant deferral / active EE | $2,082 | $6,964-70.1% | $6,035-65.5% | $6,689-68.9% |
| Admin fee / account holder | $2,271 | $16,659-86.4% | $12,696-82.1% | $13,390-83.0% |