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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 | $15,783 | $202,342-92.2% | $172,752-90.9% | $152,897-89.7% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.5%+4.5pp |
| Annual return | 22.81% | 1029.83%-1007.0pp | 802.97%-780.2pp | 345.43%-322.6pp |
| Employer contribution / active EE | $67 | $5,858-98.9% | $5,144-98.7% | $4,764-98.6% |
| Participant deferral / active EE | $2,609 | $5,948-56.1% | $5,198-49.8% | $5,851-55.4% |
| Admin fee / account holder | $649 | $17,111-96.2% | $13,955-95.3% | $11,599-94.4% |