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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 | $20,457 | $198,462-89.7% | $170,439-88.0% | $147,585-86.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 258.75% | 257.30%+1.4pp | 205.94%+52.8pp | 578.58%-319.8pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,249 | $5,629-42.3% | $4,939-34.2% | $5,439-40.3% |
| Admin fee / account holder | $2,308 | $16,852-86.3% | $13,881-83.4% | $10,886-78.8% |