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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 | $10,282 | $202,342-94.9% | $172,753-94.0% | $152,909-93.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.05% | 1029.88%-1000.8pp | 803.00%-774.0pp | 345.46%-316.4pp |
| Employer contribution / active EE | $807 | $5,857-86.2% | $5,144-84.3% | $4,764-83.1% |
| Participant deferral / active EE | $2,915 | $5,948-51.0% | $5,198-43.9% | $5,851-50.2% |
| Admin fee / account holder | $2,417 | $17,112-85.9% | $13,956-82.7% | $11,601-79.2% |