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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 | $26,388 | $202,345-87.0% | $172,755-84.7% | $152,885-82.7% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 13.54% | 1029.77%-1016.2pp | 802.94%-789.4pp | 345.39%-331.9pp |
| Employer contribution / active EE | $871 | $5,858-85.1% | $5,144-83.1% | $4,763-81.7% |
| Participant deferral / active EE | $2,161 | $5,948-63.7% | $5,198-58.4% | $5,851-63.1% |
| Admin fee / account holder | $4,523 | $17,111-73.6% | $13,955-67.6% | $11,598-61.0% |