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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 | $11,588 | $171,867-93.3% | $149,721-92.3% | $147,586-92.1% |
| Participation rate | 72.2% | 88.2%-16.0pp | 87.1%-14.8pp | 82.8%-10.6pp |
| Annual return | 212.24% | 2113.36%-1901.1pp | 1501.67%-1289.4pp | 578.59%-366.4pp |
| Employer contribution / active EE | $1,107 | $6,275-82.4% | $5,444-79.7% | $4,876-77.3% |
| Participant deferral / active EE | $3,142 | $7,270-56.8% | $6,568-52.2% | $5,439-42.2% |
| Admin fee / account holder | $860 | $13,799-93.8% | $11,282-92.4% | $10,886-92.1% |