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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 | $23,267 | $202,345-88.5% | $172,755-86.5% | $152,885-84.8% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 21.05% | 1029.77%-1008.7pp | 802.94%-781.9pp | 345.39%-324.3pp |
| Employer contribution / active EE | $1,218 | $5,858-79.2% | $5,144-76.3% | $4,763-74.4% |
| Participant deferral / active EE | $2,819 | $5,948-52.6% | $5,198-45.8% | $5,851-51.8% |
| Admin fee / account holder | $744 | $17,111-95.7% | $13,955-94.7% | $11,598-93.6% |