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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 | $12,878 | $202,342-93.6% | $172,752-92.5% | $152,897-91.6% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 22.02% | 1029.83%-1007.8pp | 802.97%-781.0pp | 345.43%-323.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,301 | $5,948-44.5% | $5,198-36.5% | $5,851-43.6% |
| Admin fee / account holder | $319 | $17,111-98.1% | $13,955-97.7% | $11,599-97.3% |