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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 | $5,855 | $202,342-97.1% | $172,752-96.6% | $152,897-96.2% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.5%+11.7pp |
| Annual return | 33.98% | 1029.83%-995.8pp | 802.97%-769.0pp | 345.43%-311.4pp |
| Employer contribution / active EE | $940 | $5,858-83.9% | $5,144-81.7% | $4,764-80.3% |
| Participant deferral / active EE | $2,131 | $5,948-64.2% | $5,198-59.0% | $5,851-63.6% |
| Admin fee / account holder | $713 | $17,111-95.8% | $13,955-94.9% | $11,599-93.9% |