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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 | $31,788 | $171,867-81.5% | $149,721-78.8% | $147,586-78.5% |
| Participation rate | 81.3% | 88.2%-6.9pp | 87.1%-5.8pp | 82.8%-1.6pp |
| Annual return | 12.85% | 2113.36%-2100.5pp | 1501.67%-1488.8pp | 578.59%-565.7pp |
| Employer contribution / active EE | $1,064 | $6,275-83.0% | $5,444-80.5% | $4,876-78.2% |
| Participant deferral / active EE | $2,723 | $7,270-62.5% | $6,568-58.5% | $5,439-49.9% |
| Admin fee / account holder | $589 | $13,799-95.7% | $11,282-94.8% | $10,886-94.6% |