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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 | $13,013 | $180,459-92.8% | $154,108-91.6% | $135,380-90.4% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | 13.83% | 888.21%-874.4pp | 735.21%-721.4pp | 519.81%-506.0pp |
| Employer contribution / active EE | $871 | $6,035-85.6% | $5,298-83.6% | $4,779-81.8% |
| Participant deferral / active EE | $3,205 | $5,806-44.8% | $5,081-36.9% | $5,609-42.9% |
| Admin fee / account holder | $2,837 | $16,145-82.4% | $13,411-78.8% | $10,828-73.8% |