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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 | $18,084 | $184,000-90.2% | $162,185-88.8% | $152,909-88.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 34.52% | 150.80%-116.3pp | 115.61%-81.1pp | 345.46%-310.9pp |
| Employer contribution / active EE | $1,014 | $6,370-84.1% | $5,613-81.9% | $4,764-78.7% |
| Participant deferral / active EE | $5,357 | $8,033-33.3% | $7,297-26.6% | $5,851-8.4% |
| Admin fee / account holder | $461 | $13,124-96.5% | $10,844-95.7% | $11,601-96.0% |