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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 | $21,820 | $202,342-89.2% | $172,752-87.4% | $152,897-85.7% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 19.33% | 1029.83%-1010.5pp | 802.97%-783.6pp | 345.43%-326.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,816 | $5,948-19.0% | $5,198-7.3% | $5,851-17.7% |
| Admin fee / account holder | $3,883 | $17,111-77.3% | $13,955-72.2% | $11,599-66.5% |