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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 | $12,587 | $124,187-89.9% | $108,410-88.4% | $167,518-92.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.58% | 1379.80%-1354.2pp | 905.34%-879.8pp | 478.71%-453.1pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,896 | $6,908+28.8% | $6,562+35.6% | $6,342+40.3% |
| Admin fee / account holder | $915 | $9,456-90.3% | $7,296-87.5% | $12,312-92.6% |