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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 | $6,300 | $134,817-95.3% | $123,973-94.9% | $155,188-95.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.86% | 515.49%-503.6pp | 388.13%-376.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,259 | $5,706-42.9% | $5,247-37.9% | $6,531-50.1% |
| Admin fee / account holder | $1,017 | $13,245-92.3% | $11,799-91.4% | $14,480-93.0% |