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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 | $20,295 | $202,342-90.0% | $172,753-88.3% | $152,909-86.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.37% | 1029.88%-1013.5pp | 803.00%-786.6pp | 345.46%-329.1pp |
| Employer contribution / active EE | $513 | $5,857-91.2% | $5,144-90.0% | $4,764-89.2% |
| Participant deferral / active EE | $2,836 | $5,948-52.3% | $5,198-45.4% | $5,851-51.5% |
| Admin fee / account holder | $3,399 | $17,112-80.1% | $13,956-75.6% | $11,601-70.7% |