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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 | $12,280 | $202,342-93.9% | $172,753-92.9% | $152,909-92.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 13.87% | 1029.88%-1016.0pp | 803.00%-789.1pp | 345.46%-331.6pp |
| Employer contribution / active EE | $810 | $5,857-86.2% | $5,144-84.2% | $4,764-83.0% |
| Participant deferral / active EE | $2,334 | $5,948-60.8% | $5,198-55.1% | $5,851-60.1% |
| Admin fee / account holder | $2,527 | $17,112-85.2% | $13,956-81.9% | $11,601-78.2% |