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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 | $11,757 | $156,398-92.5% | $147,318-92.0% | $138,895-91.5% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 1612.12% | 78.75%+1533.4pp | 70.43%+1541.7pp | 145.39%+1466.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,150 | $8,237-37.5% | $7,906-34.9% | $6,396-19.5% |
| Admin fee / account holder | $543 | $14,976-96.4% | $13,708-96.0% | $12,562-95.7% |