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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 | $19,236 | $202,342-90.5% | $172,753-88.9% | $152,909-87.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.69% | 1029.88%-1009.2pp | 803.00%-782.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $781 | $5,857-86.7% | $5,144-84.8% | $4,764-83.6% |
| Participant deferral / active EE | $2,127 | $5,948-64.2% | $5,198-59.1% | $5,851-63.6% |
| Admin fee / account holder | $1,422 | $17,112-91.7% | $13,956-89.8% | $11,601-87.7% |