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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 | $16,655 | $209,428-92.0% | $178,498-90.7% | $158,950-89.5% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 14.36% | 188.78%-174.4pp | 151.09%-136.7pp | 302.91%-288.5pp |
| Employer contribution / active EE | $1,080 | $5,707-81.1% | $5,011-78.4% | $4,762-77.3% |
| Participant deferral / active EE | $2,489 | $5,955-58.2% | $5,202-52.2% | $5,983-58.4% |
| Admin fee / account holder | $2,947 | $17,077-82.7% | $13,985-78.9% | $11,248-73.8% |