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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 | $16,080 | $183,516-91.2% | $155,534-89.7% | $145,884-89.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 536.16% | 61.43%+474.7pp | 64.92%+471.2pp | 551.85%-15.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,642 | $6,467+18.2% | $5,630+35.7% | $6,690+14.2% |
| Admin fee / account holder | $2,721 | $19,293-85.9% | $15,900-82.9% | $13,392-79.7% |