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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 | $19,188 | $209,425-90.8% | $178,499-89.3% | $158,966-87.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 32.59% | 188.80%-156.2pp | 151.10%-118.5pp | 302.95%-270.4pp |
| Employer contribution / active EE | $498 | $5,707-91.3% | $5,011-90.1% | $4,762-89.6% |
| Participant deferral / active EE | $6,865 | $5,955+15.3% | $5,202+32.0% | $5,983+14.7% |
| Admin fee / account holder | $1,373 | $17,078-92.0% | $13,986-90.2% | $11,250-87.8% |