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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 | $18,528 | $68,394-72.9% | $94,672-80.4% | $75,177-75.4% |
| Participation rate | 77.1% | 76.1%+1.1pp | 80.8%-3.7pp | 67.2%+9.9pp |
| Annual return | 21.73% | 616.92%-595.2pp | 156.89%-135.2pp | 160.75%-139.0pp |
| Employer contribution / active EE | $322 | $2,701-88.1% | $3,673-91.2% | $2,671-88.0% |
| Participant deferral / active EE | $3,527 | $6,536-46.0% | $7,417-52.4% | $4,126-14.5% |
| Admin fee / account holder | $1,941 | $5,326-63.6% | $7,222-73.1% | $5,651-65.7% |