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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 | $15,177 | $202,342-92.5% | $172,752-91.2% | $152,897-90.1% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.5%+13.2pp |
| Annual return | 18.73% | 1029.83%-1011.1pp | 802.97%-784.2pp | 345.43%-326.7pp |
| Employer contribution / active EE | $794 | $5,858-86.4% | $5,144-84.6% | $4,764-83.3% |
| Participant deferral / active EE | $2,630 | $5,948-55.8% | $5,198-49.4% | $5,851-55.1% |
| Admin fee / account holder | $1,417 | $17,111-91.7% | $13,955-89.8% | $11,599-87.8% |