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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 | $19,111 | $202,342-90.6% | $172,752-88.9% | $152,897-87.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 19.85% | 1029.83%-1010.0pp | 802.97%-783.1pp | 345.43%-325.6pp |
| Employer contribution / active EE | $526 | $5,858-91.0% | $5,144-89.8% | $4,764-88.9% |
| Participant deferral / active EE | $4,370 | $5,948-26.5% | $5,198-15.9% | $5,851-25.3% |
| Admin fee / account holder | $3,509 | $17,111-79.5% | $13,955-74.9% | $11,599-69.8% |