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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 | $664 | $169,336-99.6% | $129,384-99.5% | $145,884-99.5% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.1pp | 80.3%-2.5pp |
| Annual return | 11.67% | 14408.70%-14397.0pp | 9461.77%-9450.1pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $386 | $4,985-92.3% | $4,166-90.7% | $6,690-94.2% |
| Admin fee / account holder | $493 | $9,912-95.0% | $7,686-93.6% | $13,392-96.3% |