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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 | $7,115 | $202,342-96.5% | $172,753-95.9% | $152,909-95.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 23.88% | 1029.88%-1006.0pp | 803.00%-779.1pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,081 | $5,857-81.5% | $5,144-79.0% | $4,764-77.3% |
| Participant deferral / active EE | $2,123 | $5,948-64.3% | $5,198-59.2% | $5,851-63.7% |
| Admin fee / account holder | $2,945 | $17,112-82.8% | $13,956-78.9% | $11,601-74.6% |