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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 | $23,019 | $202,342-88.6% | $172,753-86.7% | $152,909-84.9% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.5%+4.5pp |
| Annual return | 16.08% | 1029.88%-1013.8pp | 803.00%-786.9pp | 345.46%-329.4pp |
| Employer contribution / active EE | $549 | $5,857-90.6% | $5,144-89.3% | $4,764-88.5% |
| Participant deferral / active EE | $2,838 | $5,948-52.3% | $5,198-45.4% | $5,851-51.5% |
| Admin fee / account holder | $21,055 | $17,112+23.0% | $13,956+50.9% | $11,601+81.5% |