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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 | $16,369 | $209,874-92.2% | $189,537-91.4% | $167,536-90.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 25.26% | 748.61%-723.4pp | 555.34%-530.1pp | 478.82%-453.6pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,711 | $8,934-36.1% | $8,220-30.5% | $6,342-10.0% |
| Admin fee / account holder | $352 | $14,299-97.5% | $12,048-97.1% | $12,315-97.1% |