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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 | $17,439 | $202,342-91.4% | $172,753-89.9% | $152,909-88.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 14.77% | 1029.88%-1015.1pp | 803.00%-788.2pp | 345.46%-330.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,344 | $5,948-60.6% | $5,198-54.9% | $5,851-59.9% |
| Admin fee / account holder | $1,873 | $17,112-89.1% | $13,956-86.6% | $11,601-83.9% |