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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 | $9,830 | $115,903-91.5% | $100,528-90.2% | $158,966-93.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 159.67% | 34.80%+124.9pp | 30.90%+128.8pp | 302.95%-143.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,607 | $6,677+28.9% | $6,271+37.2% | $5,983+43.9% |
| Admin fee / account holder | $400 | $11,000-96.4% | $8,084-95.0% | $11,250-96.4% |