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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 | $12,967 | $198,461-93.5% | $170,436-92.4% | $147,585-91.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.22% | 257.30%-230.1pp | 205.94%-178.7pp | 578.57%-551.4pp |
| Employer contribution / active EE | $1,104 | $6,184-82.1% | $5,433-79.7% | $4,876-77.4% |
| Participant deferral / active EE | $2,155 | $5,629-61.7% | $4,939-56.4% | $5,439-60.4% |
| Admin fee / account holder | $406 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |