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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 | $23,365 | $227,399-89.7% | $189,758-87.7% | $198,609-88.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 79.8%+9.1pp | 82.4%+6.5pp |
| Annual return | 19.12% | 61.03%-41.9pp | 52.62%-33.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $370 | $5,526-93.3% | $4,767-92.2% | $5,055-92.7% |
| Participant deferral / active EE | $5,028 | $6,837-26.5% | $5,856-14.1% | $6,977-27.9% |
| Admin fee / account holder | $329 | $25,162-98.7% | $20,388-98.4% | $19,030-98.3% |