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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 | $28,292 | $171,867-83.5% | $149,721-81.1% | $147,586-80.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 22.04% | 2113.36%-2091.3pp | 1501.67%-1479.6pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,280 | $6,275-79.6% | $5,444-76.5% | $4,876-73.7% |
| Participant deferral / active EE | $12,646 | $7,270+73.9% | $6,568+92.5% | $5,439+132.5% |
| Admin fee / account holder | $396 | $13,799-97.1% | $11,282-96.5% | $10,886-96.4% |