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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 | $14,602 | $171,867-91.5% | $149,721-90.2% | $147,586-90.1% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 14.35% | 2113.36%-2099.0pp | 1501.67%-1487.3pp | 578.59%-564.2pp |
| Employer contribution / active EE | $534 | $6,275-91.5% | $5,444-90.2% | $4,876-89.0% |
| Participant deferral / active EE | $2,986 | $7,270-58.9% | $6,568-54.5% | $5,439-45.1% |
| Admin fee / account holder | $2,323 | $13,799-83.2% | $11,282-79.4% | $10,886-78.7% |