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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 | $23,614 | $202,342-88.3% | $172,752-86.3% | $152,897-84.6% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.5%-9.1pp |
| Annual return | 18.28% | 1029.83%-1011.5pp | 802.97%-784.7pp | 345.43%-327.1pp |
| Employer contribution / active EE | $806 | $5,858-86.2% | $5,144-84.3% | $4,764-83.1% |
| Participant deferral / active EE | $2,216 | $5,948-62.7% | $5,198-57.4% | $5,851-62.1% |
| Admin fee / account holder | $1,356 | $17,111-92.1% | $13,955-90.3% | $11,599-88.3% |