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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 | $6,690 | $185,883-96.4% | $170,043-96.1% | $139,466-95.2% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,402 | $7,596-81.5% | $6,790-79.4% | $4,754-70.5% |
| Participant deferral / active EE | $4,322 | $11,626-62.8% | $10,410-58.5% | $6,712-35.6% |
| Admin fee / account holder | $320 | $15,393-97.9% | $12,824-97.5% | $11,409-97.2% |