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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 | $22,619 | $202,342-88.8% | $172,752-86.9% | $152,897-85.2% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.5%-5.5pp |
| Annual return | 22.50% | 1029.83%-1007.3pp | 802.97%-780.5pp | 345.43%-322.9pp |
| Employer contribution / active EE | $896 | $5,858-84.7% | $5,144-82.6% | $4,764-81.2% |
| Participant deferral / active EE | $4,313 | $5,948-27.5% | $5,198-17.0% | $5,851-26.3% |
| Admin fee / account holder | $505 | $17,111-97.1% | $13,955-96.4% | $11,599-95.6% |