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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 | $28,450 | $202,342-85.9% | $172,752-83.5% | $152,897-81.4% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 15.73% | 1029.83%-1014.1pp | 802.97%-787.2pp | 345.43%-329.7pp |
| Employer contribution / active EE | $810 | $5,858-86.2% | $5,144-84.3% | $4,764-83.0% |
| Participant deferral / active EE | $2,118 | $5,948-64.4% | $5,198-59.2% | $5,851-63.8% |
| Admin fee / account holder | $346 | $17,111-98.0% | $13,955-97.5% | $11,599-97.0% |