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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 | $22,788 | $180,466-87.4% | $154,114-85.2% | $135,382-83.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | 0.42% | 888.15%-887.7pp | 735.16%-734.7pp | 519.77%-519.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,321 | $5,806-42.8% | $5,081-34.6% | $5,609-40.8% |
| Admin fee / account holder | $24,485 | $16,144+51.7% | $13,411+82.6% | $10,829+126.1% |