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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 | $17,020 | $160,070-89.4% | $147,117-88.4% | $145,897-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.98% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $870 | $5,285-83.5% | $4,932-82.4% | $4,663-81.3% |
| Participant deferral / active EE | $2,610 | $8,419-69.0% | $8,065-67.6% | $6,689-61.0% |
| Admin fee / account holder | $736 | $15,035-95.1% | $12,993-94.3% | $13,390-94.5% |