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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 | $20,810 | $202,342-89.7% | $172,753-88.0% | $152,909-86.4% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 26.73% | 1029.88%-1003.1pp | 803.00%-776.3pp | 345.46%-318.7pp |
| Employer contribution / active EE | $1,133 | $5,857-80.7% | $5,144-78.0% | $4,764-76.2% |
| Participant deferral / active EE | $2,120 | $5,948-64.4% | $5,198-59.2% | $5,851-63.8% |
| Admin fee / account holder | $9,795 | $17,112-42.8% | $13,956-29.8% | $11,601-15.6% |