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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 | $20,758 | $202,342-89.7% | $172,753-88.0% | $152,909-86.4% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 91.14% | 1029.88%-938.7pp | 803.00%-711.9pp | 345.46%-254.3pp |
| Employer contribution / active EE | $949 | $5,857-83.8% | $5,144-81.5% | $4,764-80.1% |
| Participant deferral / active EE | $3,042 | $5,948-48.9% | $5,198-41.5% | $5,851-48.0% |
| Admin fee / account holder | $1,056 | $17,112-93.8% | $13,956-92.4% | $11,601-90.9% |