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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 | $8,669 | $202,342-95.7% | $172,753-95.0% | $152,909-94.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.59% | 1029.88%-1012.3pp | 803.00%-785.4pp | 345.46%-327.9pp |
| Employer contribution / active EE | -$17 | $5,857-100.3% | $5,144-100.3% | $4,764-100.3% |
| Participant deferral / active EE | $2,232 | $5,948-62.5% | $5,198-57.1% | $5,851-61.9% |
| Admin fee / account holder | $474 | $17,112-97.2% | $13,956-96.6% | $11,601-95.9% |