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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 | $6,245 | $166,131-96.2% | $164,975-96.2% | $145,877-95.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.50% | 100.37%-89.9pp | 70.12%-59.6pp | 551.28%-540.8pp |
| Employer contribution / active EE | $619 | $5,276-88.3% | $4,343-85.7% | $4,663-86.7% |
| Participant deferral / active EE | $5,105 | $6,962-26.7% | $6,033-15.4% | $6,691-23.7% |
| Admin fee / account holder | $953 | $16,648-94.3% | $12,688-92.5% | $13,402-92.9% |