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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 | $28,300 | $202,342-86.0% | $172,753-83.6% | $152,909-81.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.78% | 1029.88%-1015.1pp | 803.00%-788.2pp | 345.46%-330.7pp |
| Employer contribution / active EE | $943 | $5,857-83.9% | $5,144-81.7% | $4,764-80.2% |
| Participant deferral / active EE | $2,111 | $5,948-64.5% | $5,198-59.4% | $5,851-63.9% |
| Admin fee / account holder | $549 | $17,112-96.8% | $13,956-96.1% | $11,601-95.3% |