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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 | $9,424 | $202,342-95.3% | $172,752-94.5% | $152,897-93.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.16% | 1029.83%-1012.7pp | 802.97%-785.8pp | 345.43%-328.3pp |
| Employer contribution / active EE | $243 | $5,858-95.9% | $5,144-95.3% | $4,764-94.9% |
| Participant deferral / active EE | $2,621 | $5,948-55.9% | $5,198-49.6% | $5,851-55.2% |
| Admin fee / account holder | $10,913 | $17,111-36.2% | $13,955-21.8% | $11,599-5.9% |