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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 | $18,607 | $198,457-90.6% | $170,435-89.1% | $147,586-87.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.23% | 257.30%-248.1pp | 205.94%-196.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $1,276 | $6,183-79.4% | $5,432-76.5% | $4,876-73.8% |
| Participant deferral / active EE | $3,040 | $5,629-46.0% | $4,939-38.5% | $5,439-44.1% |
| Admin fee / account holder | $18,978 | $16,852+12.6% | $13,881+36.7% | $10,886+74.3% |