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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 | $21,424 | $202,342-89.4% | $172,753-87.6% | $152,909-86.0% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 14.17% | 1029.88%-1015.7pp | 803.00%-788.8pp | 345.46%-331.3pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,043 | $5,948-48.8% | $5,198-41.5% | $5,851-48.0% |
| Admin fee / account holder | $9,382 | $17,112-45.2% | $13,956-32.8% | $11,601-19.1% |